Boardroom Media (CFO News)
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 FinTech 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.
Charly Kevers
CFO of Carta
Charly Kevers serves as CFO at Carta, a transfer agent for private companies.
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About Carta: Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Kaiser Ng
Chief Financial Officer of Kraken
Kaiser Ng is the chief financial officer at Kraken Bitcoin Exchange.
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About Kraken: Kraken is a cryptocurrency exchange that provides spot and futures trading between Bitcoin, Ethereum, and 40+ other digital assets.
Ravi Singh
Chief Financial Officer of Oak HC/FT
Ravi Singh, Chief Financial Officer at Oak HC/FT, joined the firm in 2014 and oversees its financial management and reporting operations. Previously, he was Controller at Galen Partners, a late-stage venture capital fund that focuses on healthcare investments, and a Senior Associate at BDO in its financial services group. Ravi, a Certified Public Accountant, received a Bachelor of Science degree from CUNY Queens College.
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About Oak HC/FT: Oak HC/FT is a venture and growth equity investment firm that focuses on healthcare information services and financial service technology.
Virginia Schmitt
Partner, Chief Financial Officer and Chief Administrative Officer of B Capital Group
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About B Capital Group: B Capital Group is a venture capital firm that backs global entrepreneurs in the field of information technology.
Kristi Matus
CFO/COO of Buckle
Board member and senior executive with direct experience in contributing to business strategy, profitable growth, and enterprise value based on general management and financial acumen, as well as the ability to inspire organizations and people.
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About Buckle, The Buckle: Buckle is the inclusive digital financial services platform serving the rising middle class and providers to the gig economy.
Noaman Ahmad
CFO of Doma
Noaman Ahmad is the chief financial officer of States Title responsible for all aspects of finance and underwriting. previously, Noaman was Senior Vice President of Finance for a multi-billion global insurance company where he oversaw finance, investments, strategy and M&A and led the company and its investors through a successful sale and exit. Earlier in his career, he was a general manager at Aon and also led Aon’s consumer and SME innovation effort. Noaman started his career as a management consultant with Bain & Company and subsequently spent several years as a Private Equity investor in the US and UK.
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About Doma: Doma is an insurtech platform that uses machine intelligence to remove friction from residential real estate transactions.
Stewart Ellis
Chief Financial Officer of Hippo Insurance
Stewart Ellis is the Chief Financial Officer at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Steve Reale
CFO & Venture Partner of Ulu Ventures
Steve Reale joined Ulu Ventures as CFO and Venture Partner in 2019.
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About Aria Systems, Kauffman Fellows, Madison Bay Capital Partners, Midwestern Bioag, ShotSpotter, Ulu Ventures: Ulu Ventures provides early-stage investments to enterprise cloud and smart data companies.
Stephen Snyder
CFO of Addepar
Stephen provides global financial and operational leadership from 20+ years of executive experience with leading technology companies such as Adobe Systems and Hewlett Packard. He has a successful track record of driving growth and has held vice president roles in finance, operations and sales. He provides a strong global perspective, and has lead operational teams in Europe, Asia and the Americas. Over his career, he has provided financial leadership for hardware, services and project businesses. Through his breadth of leadership roles Stephen brings expertise in scaling businesses, while creating value for both customers and shareholders. Stephen earned his M.B.A. from the University of Southern California and his B.A. in Management Science from the University of California, San Diego.
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About Addepar: Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Paul Jun
Chief Financial Officer of Pilot
Paul Jun is the Chief Financial Officer at Pilot. He previously served as VP of Corporate Finance & Strategy at [Dropbox](https://www.crunchbase.com/organization/dropbox) and a venture capital investor at [Index Ventures](https://www.crunchbase.com/organization/index-ventures). Prior to that, Jun was a private equity associate at Leonard Green and Partners and investment banking analyst at Morgan Stanley.
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About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Frances Fu
CFO of RET Ventures
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About RET Ventures: RET Ventures is an industry backed early-stage VC helping build the real estate industry’s cutting edge technology providers.
Steve Kurylo
CFO of GrandBanks Capital
Steve Kurylo is the Chief Financial Officer at GrandBanks Capital.
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About GrandBanks Capital: GrandBanks Capital is an early-stage venture capital firm that invests in wireless and mobile technologies, digital media, web-based
Michael Ellis
Chief Financial Officer of Flywire
Michael Ellis is a financial operations professional with a deep background in technology and services companies. He served as the Controller of the Massachusetts Port Authority, a $500+ million transportation and services business. Previously, he was Chief Financial Officer for Eze Castle Software, Inc., and has also held senior management positions with SupplierMarket.com and PricewaterhouseCoopers. Michael received B.A., cum laude, with degrees in Accounting and Politics & Government from Ohio Wesleyan University.
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About Flywire: Flywire is a global payments enablement and software company.
Jessica Pelletier
CFO of Highland Capital Partners
Jessica is the SVP, Finance for Highland. Jessica joined Highland in 2005 and is responsible for the financial affairs of the firm. Prior to joining Highland, Jessica worked for PricewaterhouseCoopers, where she worked in the firm’s private equity and mutual fund practices. Jessica began her career in the finance department at StorageNetworks. She is a member of the American Institute of Certified Public Accountants. Jessica earned a M.S.T, Taxation and a B.S., Accounting from Bentley College
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About Highland Capital Partners: Highland Capital Partners is a venture capital firm that offers seed, early, and growth-stage funding solutions.
Sachin Sood
Chief Financial Officer of CRV
Sachin Sood is responsible for managing the day-to-day operations of e.ventures U.S. investment entities. He brings over eleven years of venture capital experience. Prior to joining e.ventures, Sachin was controller at Saints Capital, with over $1 billion in managed capital. Prior to Saints, Sachin worked in the Deloitte Tax LLP partnership practice, working with some of the Bay Area’s largest venture capital and private equity funds. He began his career with PricewaterhouseCoopers LLP Venture Capital practice. Sachin is a Certified Public Accountant licensed in the State of California.
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About CRV: CRV is a venture capital firm that invests in early-stage investments in technology companies.
Alejandro Porteny
CFO of Kushki
Alejandro Porteny is the CFO at Kushki.
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About Kushki: Kushki offers clients an integrated payments platform and omnichannel solutions for e-commerce, m-commerce, and physical stores.
Betsabe Botaitis
Co-Founder and CFO of Aikon
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About Aikon, Kueski: Aikon provides API-based Blockchain as a Service for top public blockchains including EOS, Ethereum and Libra
Chris Schiavo
CFO of Battery Ventures
Chris joined Battery Ventures in 2000. Prior to joining Battery, he held positions at Fidelity Investments, ITT Sheraton and Coopers & Lybrand. Chris holds a BS in Business Administration from SUNY Oswego and an MBA from University of Rochester.
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About Battery Ventures, Coopers & Lybrand, Sheraton Pacific Hotels: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Mike Mauceri
CFO of Lightbank
Mike Mauceri joined Lightbank in April of 2012. Prior to Lightbank, Mike worked as corporate controller of MediaOcean, LLC where he was responsible for all accounting and finance functions. While at MediaOcean, Mike served as the financial lead for the merger with DDS, forming MediaOcean, LLC. Prior to joining MediaOcean, LLC in 2010, Mike served as accounting manager for Innerworkings, Inc. and finance manager for Starcom Worldwide. Mike holds a BA from Purdue University and is a CPA.
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About Lightbank: Lightbank VC is a venture fund that invests in entrepreneurs solving the biggest problems in society
Greg Stockett
CFO of BioCatch
Greg Stockett is the Chief Financial Officer of BioCatch.
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About BioCatch: BioCatch unlocks the power of behavior and deliver actionable insights to create a digital world where identity, trust, and ease co-exist.
Zev Wexler
CFO and COO of Core Innovation Capital
Zev Wexler is the COO and CFO at Core Innovation Capital.
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About Core Innovation Capital: Core Innovation Capital is a venture capital firm investing in companies committed to empowering small businesses.
Neil Williams
Senior Vice President, CFO of Intuit
Neil Williams became Intuit’s senior vice president and chief financial officer in January 2008. Williams has nearly 30 years of strategic, operational and transactional experience in the financial services industry. He is responsible for all financial aspects of the company, including corporate strategy and business development, investor relations, financial operations and real estate. Before joining Intuit, Williams was the executive vice president and chief financial officer for Visa U.S.A., Inc. In that role, he led all financial functions for the company and its subsidiaries, including financial planning, business planning and financial monitoring. Williams concurrently served as chief financial officer for Inovant LLC, Visa’s global information technology organization, responsible for global transactions processing and technology development. His previous banking experience includes senior financial positions at commercial banks in the Southern and Midwestern regions of the United States. Williams, a certified public accountant, received his bachelor’s degree in business administration from the University of Southern Mississippi.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Seth Meyer
CFO of Hercules Capital
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About Hercules Capital: Hercules Capital is a capital market company that lends to technology, life sciences, and sustainable technology companies.
Bryan Wolff
CFO/COO of Staircase
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About BBQ Holdings, Staircase: Staircase is an API marketplace for residential mortgage.
Ralph L. Leung
CFO of Fivestars
Ralph L. Leung is the Chief Financial Officer at Fivestars, where he oversees all aspects of the company’s finance function including accounting, strategic finance, FP&A, tax, treasury, investor relations and corporate strategy. He is also responsible for business applications and operations, IT and facilities. Ralph has over 21 years of progressive leadership experience across finance, investment banking and corporate strategy at companies ranging from growth-stage startups to multinational corporations. Prior to Fivestars, Ralph was CFO at Jyve Corporation, a tech-enabled labor marketplace that powers a scalable workforce for large CPG brands. Earlier in his career, Ralph was a senior technology and fintech investment banker at Morgan Stanley where he advised CEOs/CFOs of Global 500 companies on strategic initiatives including IPOs, M&A and capital raises, including working with Alibaba Group, BlackRock, IntercontinentalExchange and Visa. Over the course of Ralph’s career, he has successfully helped companies scale, transform and exit; completing 80+ strategic transactions for $90+ billion of M&A value and raised $60+ billion of equity/debt capital. Outside of work, Ralph is a weekend warrior tennis player as he continues to hang on to his childhood dream of playing professionally, loves to travel with his wife Ginny and two young boys Nathan and Jamie, and enjoys coaching his kids’ sports teams. Ralph received his BComm from University of British Columbia and MBA from Cornell University.
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About 88ships, Fivestars: Fivestars provides a platform that offers loyalty, marketing, payments, and other services to small merchants and businesses.
David Sheen
Chief Financial Officer of Vestwell
Dave is a Principal at Primary Venture Partners based in the firm’s New York City office. Prior to joining Primary, he worked as an Associate in the technology investment banking team at Morgan Stanley in New York. At Morgan Stanley, he executed multiple IPOs, M&A transactions and capital raises for some of the largest firms in the technology sector, such as SAP and Red Hat, as well as financings for various New York-based technology firms including Etsy, Shutterstock and Medidata. Dave’s previous experience includes roles in operations and corporate development at HIT Entertainment and Dixons Store Group, as well as strategic consulting at L.E.K. Consulting in the U.K. Dave holds an M.B.A. from the Stern School of Business at New York University, and a Master’s degree in Engineering from Cambridge University.
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About Vestwell: Vestwell provides underlying infrastructure to power workplace retirement plans.
Andrew Endicott
Co-Founder, President & CFO of Petal
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About Petal: Petal is a financial technology company on a mission to make credit honest, simple, and accessible.
Robert Hau
EVP, CFO of Fiserv
Robert (Bob) Hau is Chief Financial Officer and Treasurer at Fiserv, Inc. and provides oversight for all financial functions of the company. Hau has nearly 30 years of experience in business and financial leadership roles. Prior to joining Fiserv, he was executive vice president and chief financial officer of TE Connectivity Ltd., a $12 billion global product technology company. At TE Connectivity, Hau was responsible for developing and implementing financial strategy, as well as creating the financial infrastructure necessary to drive the company’s financial direction, vision and compliance initiatives. Previously, Hau served as chief financial officer for Lennox International Inc. Hau also spent 22 years at Honeywell International Inc. in a variety of progressive financial and operations leadership roles, including serving as chief financial officer of its Aerospace Business Group, Specialty Materials Business Group and Aerospace Electronic Systems Unit. Hau holds a master’s degree in business administration from the USC Marshall School of Business and a bachelor’s degree in business administration from Marquette University.
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About Fiserv: Fiserv is a provider of technology solutions to the financial services industry.
Linda Huber
Executive Vice President & Chief Financial Officer of Moody’s Investors Service
Ms. Huber has served as the Company’s Executive Vice President and Chief Financial Officer since May 2005. Prior thereto, she served as Executive Vice President and Chief Financial Officer at U.S. Trust Company, a subsidiary of Charles Schwab & Company, Inc., from 2003 to 2005. Prior to U.S. Trust, she was Managing Director at Freeman & Co. from 1998 through 2002. She served PepsiCo as Vice President of Corporate Strategy and Development from 1997 until 1998 and as Vice President and Assistant Treasurer from 1994 until 1997. She served as Vice President in the Energy Investment Banking Group at Bankers Trust Company from 1991 until 1994 and as an Associate in the Energy Group at First Boston Corporation from 1986 through 1990. She also held the rank of Captain in the U.S. Army where she served from 1980 to 1984.
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About FactSet, Moody’s Investors Service: Moody’s Investors Service is a bond credit rating business that provides research, credit rating, and financial risk analysis services.
Amir Jafari
Chief Financial Officer of Plastiq
Amir Jafari is the Chief Financial Officer at Plastiq.
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About Plastiq, Reputation: Plastiq offers a bill pay service for businesses to better manage their cash flow.
Kristy Trieste
Partner, Chief Financial Officer & Chief Compliance Officer of Motive Partners
Kristy was the Managing Director of Finance and Operations at Corsair Capital, managing the fund accounting, reporting and operations functions. Prior to joining Corsair, Kristy was an Associate in the Finance and Administration group within the Principal Investment Area at Goldman Sachs. At Goldman Sachs, Kristy primarily focused on the accounting, reporting and operations of the Goldman Sachs Capital Partners funds. Before joining Goldman Sachs, Kristy was an Assistant Vice President within the finance division of Corporate Investments at Deutsche Bank AG. Kristy accounted for proprietary direct investments and private equity fund interests. Kristy also worked at Ernst & Young LLP, leaving the firm as a Manager. Kristy is a Certified Public Accountant and holds a B.B.A in Accounting and Finance from James Madison University.
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About Motive Partners: Motive Partners is an investment firm focused on technology-enabled companies that power the financial services industry.
Matthew Newcomb
CFO of Chime
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About Chime, DigiPuppets, Insure.VC: Chime helps everyday people achieve financial peace of mind, together.
Julio Fredes
Co-Founder & CFO of Say
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About Say: Say is a technology platform that empowers shareholders to access their full ownership rights.
Aviad Haimi-Cohen
Chief Financial Officer of MobileCoin
Aviad Haimi-Cohen is the Chief Financial Officer at MobileCoin.
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About MobileCoin: MobileCoin is a cryptocurrency platform that provides anti-fraud services and payment systems for merchants.
Amy Shapero
Chief Financial Officer of Betterment
Amy Shapero is the chief financial officer at Shopify and joined in April 2018. Prior to joining Shopify, Amy was the CFO at Betterment, an online wealth-management service, since 2016. Previously, Amy was CFO at Sailthru, a SaaS marketing technology provider, and SVP of strategy, corporate development and corporate communications at DigitalGlobe, a big data and analytics provider. Prior to that, she heldCFO roles at Spot Holdings, a financial services company, and Standard & Poor’s, a business unit of The McGraw-Hill Companies. Amy began her career as a CPA at Ernst & Young, followed by positions at Credit Suisse and Goldman Sachs.
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About Betterment, Shopify: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Bill Gore
CFO of Verituity
Bill Gore is the Chief Financial Officer at VERITUITY.
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About Verituity: Verituity is a verified digital payments platform that connects banks, businesses, and payees to first-time and on-time digital payouts.
Bill Hughlett
CFO of Voyager Capital
Bill joined Voyager Capital as Chief Financial Officer in 2000. He brings over 25 years of industry and public accounting experience to the team, most of which has been focused on the technology industry. Prior to joining Voyager in 2000, Bill was a Senior Manager in Arthur Andersen’s High Technology practice, serving companies such as aQuantive, Blue Nile, BSQUARE Corporation, and Loudeye Technologies. At Arthur Andersen, Bill specialized in planning and execution of corporate transactions and equity compensation strategies for his clients. Prior to rejoining Arthur Andersen in 1998, Bill had responsibility for strategic planning, corporate development, and the worldwide tax function of Spacelabs Medical, a public medical device company.
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About Voyager Capital: Voyager Capital is a venture firm providing entrepreneurs with the resources, experience, and connection to build successful tech companies.
Pramod Iyengar
CFO of Veem
Pramod Iyengar is the Chief Financial Officer at Veem.
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About Veem: Veem is a payment service provider that helps simplify the way businesses send and receive funds.
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.
Jessica Baron
Chief Financial Officer of SVB Capital
Jessica Baron is the Chief Financial Officer and has served at Hercules since 2006 as the Company’s Corporate Controller and as the Company’s Vice President of Finance since 2010. In June, 2011 she was appointed as Interim Chief Financial Officer and in March 2012, was appointed to Chief Financial Officer. During her tenure at Hercules, Baron has played a key role in all aspects of financial reporting, financial process and systems design and implementation. Prior to joining Hercules, she served in strategic finance roles at Cisco Systems, Inc. from 2004 to 2006 and at Levi Strauss and Company from 2002 to 2004. Baron also served as a finance and accounting manager at Dominion Ventures and Dominion Capital Management from 2000 to 2002. She held supervisory roles in the consulting and business assurance divisions of PricewaterhouseCoopers LLP from 1997 to 2000. Baron earned a B.A. in Human Biology and a M.A. in Sociology from Stanford University and a M.B.A. with an emphasis in Finance from the Haas Business School, University of California at Berkeley. She is a Certified Public Accountant in the state of California.
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About SVB Capital: SVB Capital is the investment platform of SVB Financial Group.
Pierre Ravary
Chief Financial Officer of SmartCard Marketing Systems Inc. (SMKG:OTC)
Pierre Ravary cpa-ca, Chief Financial Officer. Mr. Ravary has more than 20 years of experience in executive financial position, all in technology oriented companies. He then spent twelve years at Toon Boom Animation as Director of Finances then Chief Financial Officer. He was an important part of the Company turnaround, from restructuring to the global leader in 2D Software Development. During those years, as part of the Management team, Pierre was finalist in 2006 Ernst and Young in the Media and Entertainment category and won in 2005 an Emmy Award for Best Technology. After Toon Boom and different Consulting position, he joined CT-Payment during the Company restructuring period in 2012. He participated along with the new CEO – Denis Robert, to refinance, restructure and turnaround the company to bring it back to profitability in the first 12 months following the restructuring. His Global business and Operational experience make him an important part of CT-Payment Management team.
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About SmartCard Marketing Systems Inc. (SMKG:OTC): SmartCard Marketing Sys Inc. (SMKG:OTC) is a boutique Fintech Payment Co. developing solutions & strategies for EMV & Ecommerce Fintech
Christophe Labasky
Cofounder & CFO of Abound
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About Abound: Abound is the independent benefits API for businesses that serve independent workers.
Stuart Fox
CFO of Route 66 Ventures
Sandwiched in between three years in the corporate tax group of a big four accounting firm and another two at a regional firm, Stuart sought to relieve his lifelong travel itch by backpacking all over the world for a year and a half. After doing his best to ‘live like a local’ in Central America, South America, East Asia, Southeast Asia, the Middle East and Eastern Europe – Stuart (or more accurately, his bank account) decided that it was time to get back to work. Stuart joined the Route 66 family in early 2012 and spent three years in various executive roles at The American Home, a real estate private equity fund backed by Route 66, ending his tenure as the Vice President of Finance. At Route 66, Stuart oversees financial and management reporting, liquidity management in addition to tax strategy, structuring, planning and compliance. His experience as an operator at The American Home allows him focus on ensuring that both Route 66 and its portfolio investments have best-in-class financial and tax systems in place to further their goals.
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About Route 66 Ventures: Route 66 Ventures provides venture capital and credit solutions to emerging financial technology and services companies.
Rene Ho
Chief Financial Officer of Taulia
As Chief Financial Officer, René has responsibility for the company’s finance and human resource functions and oversees the administration of the company. René has more than 20 years of experience in finance, operations and leadership roles in the United States and Asia. Before joining Taulia, René took a break from the for-profit world and helped Goodwill of Silicon Valley develop its program to help adults with autism find meaningful work. René’s corporate experience includes managing the divisional finance staff at Visa to prepare the business units for what was, at the time, the largest IPO in the United States. René also spent 4 years in Asia managing the operations of Visa’s largest region outside the United States. When not working, René spends time with his wife and two girls and when they are asleep, he can be found working out in his garage.
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About Taulia: Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.
Sean Delehanty
Chief Financial Officer of Earnin
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About Earnin: Earnin gives people access to their pay directly from their smartphones, whenever they need it
Ben Dusastre
Co-founder & CFO of ProducePay
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About ProducePay, ProducePay, UCLA Anderson School of Management: ProducePay is an agriculture fin-tech start-up providing financing, analytics, and marketplace tools for the fresh produce market.
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.
Tobias Mezger
Co-Founder – COO/CFO of PayZen
I am passionate about solving big problems by making financial services more straightforward and more accessible. I am excited about building a great company.
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About PayZen: PayZen is a health care fintech startup that aims to tackle the growing patient payment responsibility problem.
David Crenshaw
Chief Financial Officer & Corporate Secretary of Confirmation
David Crenshaw serves as the Chief Financial Officer and Corporate Secretary of Confirmation.com. A mergers and acquisitions attorney and certified public accountant by training, David oversees the accounting, finance, legal and human resources divisions of the company. Prior to joining Confirmation.com, David practiced corporate law at Nashville-based Sherrard Roe Voigt & Harbison, PLC specializing in complex acquisitions, equity and debt financings, securities law, and corporate governance matters. He regularly represented venture capital and private equity clients in various business transactions, investment strategies, joint ventures, and other strategic alternatives. Before practicing law, David served as a certified public accountant for Ernst & Young, LLP performing audits and transaction advisory services for fortune 500 clients with headquarters in and around middle-Tennessee. David has a Juris Doctorate from Vanderbilt University and a Masters of Accounting from the University of Tennessee.
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About Confirmation: Confirmation is the leading digital platform and global network for confirming financial data.
David Nanidzhanyan
CFO of RueOne Investments
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About RueOne Investments: RueOne is a private investment firm making early to growth stage investments in FinTech / InsurTech / Enterprise Software.
Ryan Schaffer
CFO of Expensify
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About Expensify: Expensify is a financial services company that provides an online expense management service for businesses.
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.
Mike Albang
CFO of Costanoa Ventures
Mike is responsible for developing and overseeing all aspects of finance, investment reporting and monitoring, operational, compliance, accounting and human resource functions. Previously, Mike was a Senior Manager and one of the early employees at start-up consulting firm Standish Management in San Francisco. He was responsible for managing multiple teams of professionals that provided consulting services for a large portfolio of venture capital and private equity clients. Prior, Mike was a Senior Associate with PwC in San Francisco and provided assurance services to dozens of Alternative Investment Funds and Investment Advisers. Mike graduated Cum Laude from Cal Poly SLO with a BS in Business Administration, concentrations in Accounting and Finance. He earned a California CPA license in 2007 and achieved the CFA charter holder designation in 2011.
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About Costanoa Ventures: Costanoa Ventures leads seed and series A investments in companies that change the way business is done.
Richard Correia
CFO of MoneyLion
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About MoneyLion: MoneyLion is a mobile banking platform for borrowing, saving, and investing.
Olivia Man
CFO of LoanSnap
Olivia Man is the Chief Financial Officer at LoanSnap.
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About LoanSnap: LoanSnap is on a mission to improve every American’s finances
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.
Eliza Howard
CFO in Residence of Indicator Ventures
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About Indicator Ventures: We invest in founders building software making work, life, and wealth-building easier and more accessible.
Derek Keller
CFO of inKind
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About Highway 12 Ventures, inKind: inKind finances restaurants by purchasing large amounts of food and beverage credits upfront, and then selling that F&B credit to consumers.
Jay Ferguson
CFO of Mountain Group Capital
Mr. Ferguson is the Chief Accounting and Administrative Officer at Mountain Group Partners. In his role, Mr. Ferguson is responsible for day-to-day interactions with the Limited Partners on administrative items. As well, Mr. Ferguson is responsible for overseeing the funds’ accounting, audits, tax returns and other required reporting. Mr. Ferguson brings a wide range of experience in a high growth environment having been a part of Asurion from 2000 to 2014. During this period, Mr. Ferguson helped develop the finance infrastructure and was involved in the launch of several international opportunities. Mr. Ferguson served several years as the Assistant Corporate Controller responsible for global consolidations and administration of global accounting policies. As well, in his last couple of years, Mr. Ferguson served in roles integrated into and supporting the business units directly, with the last role being CFO of the Customer Care business unit. Prior to Asurion, Mr. Ferguson spent five years in audit with Arthur Andersen where he served clients in the entertainment, property and casualty insurance, music publishing and recording, real estate, logistics, construction and manufacturing industries. Mr. Ferguson received a BS in Accounting, in addition to a Masters in Accounting, from the University of Tennessee. Mr. Ferguson is a Certified Public Accountant with a license in Tennessee and is a member of the Tennessee Society of Certified Public Accountants, as well as the American Society of Certified Public Accountants.
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About Mountain Group Capital: Mountain Group Partners is an investor dedicated to investing in and actively guiding transformation businesses in the Life Science.
Mark Greenough
Chief Financial Officer of Monta Vista Capital
Mark is the Chief Financial Officer at Monta Vista Capital. With over 40 years of experience working in finance, he has held the position of CFO at companies such as U.S Venture Partners, Meris Laboratories and Rocket Science Games among others. Mark holds a B.S. in Finance and Accounting from Oregon State University and an MBA from the University of Oregon Charles H. Lundquist College of Business.
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About Greenough Consulting Group, Monta Vista Capital, San Jose State University: Monta Vista Capital is an investment company focused on early stage B2B companies.
Yemi Ajao
Co-founder and CFO of Indicina
Yemi Ajao is the Co-founder and CFO of Indicina. He has a master’s degree in Finance and Strategy at Rice Business, Jones Graduate School of Business.
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About Indicina: Indicina is a digital lending platform that provides analytics-driven credit decision for lenders.
Paul Catuna
CFO of Tora Trading Services
Paul joined TORA in 2008 as Chief Financial Officer and is a key member of the executive management team. Prior to joining TORA, Paul spent six years as the Chief Financial Officer of WAGIC, Inc., a developer and manufacturer of consumer products. Before WAGIC, Paul was the senior financial officer of Intertop Corporation, a software company, and Isonics Corporation, a specialty materials company. Paul spent the first nine years of his career in public accounting, last serving as Senior Manager at Deloitte. In total, Paul has over twenty years of financial management experience. Paul holds a B.S. in Business with a concentration in Accounting from California State University, Fresno, is a certified public accountant, and TORA’s Financial and Operations Principal.
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About CASPIAN, Tora Trading Services: Tora Trading Services provides advanced trading technology and financial services to address trading challenges that are unique to Asia.
Pete Wylie
Chief Financial Officer of CommonBond
Pete leads CommonBond’s student lending team, and previously served as the company’s vice president, finance. Prior to CommonBond, Pete was CEO and co-founder of Gradible, a personal finance technology company that helps people evaluate and optimize their student loan repayment options. In early 2016, CommonBond acquired Gradible. Before founding Gradible, Pete held roles in general management at growth stage startups, including Tough Mudder and 3Ships, a digital agency. Pete is a graduate of UNC-Chapel Hill.
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About CommonBond, CommonBond, CommonBond, CommonBond, Gradible: CommonBond was founded in 2012 to help relieve the student loan burden, and since then we’ve funded over $4 billion in better loans.
Gary Wachs
Chief Financial Officer of AppTech Corp.
Mr. Wachs began his career by studying accounting at Miami University of Ohio, where he received a Bachelor of Science Degree in Business and went on to become a Certified Public Accountant. Mr. Wachs served as Managing Partner of Blake and Shaffer, a Certified Public Accounting firm, and has been a Managing Member of Blake and Wachs CPA, LTD (formerly Blake and Shaffer) since 1997. He manages corporate accounting and taxes and is experienced PCAOB accounting and certified audits and a variety of other accounting, tax and consulting areas.
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About : AppTech is a fintech company utilizing innovative payment processing and digital banking technologies to complement core merchant services.
Jonathan Coblentz
Chief Financial Officer & Chief Administrative Officer of Oportun
Jonathan Coblentz has served as Oportun’s Chief Financial Officer since July 2009. Prior to joining Oportun, Mr. Coblentz served as Chief Financial Officer and Treasurer of MRU Holdings, Inc., a publicly-traded student loan finance company, from April 2007 to February 2009. Prior to joining MRU Holdings, Mr. Coblentz was a Vice President at Fortress Investment Group, LLC, a global investment management company.Prior to his time at Fortress, Mr. Coblentz spent over seven years at Goldman, Sachs & Co. Prior to Goldman Sachs, Mr. Coblentz began his career at Credit Suisse First Boston, an investment bank, where he worked for nearly five years. Mr. Coblentz received a B.S., summa cum laude, in Applied Mathematics with a concentration in Economics from Yale University.
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About Oportun: Oportun is a fintech company that provides financial services from personal loans to financial resources.
John Eichhorn
CFO of Quicken
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About Quicken: Quicken is provides personal money management software, committed to helping individuals and families improve their financial lives.
Maximilian Niederste-Ostholt
Co-Founder & Chief Financial Officer of Rally
Maximilian Niederste-Ostholt is the Co-Founder and Chief Financial Officer of Rally.
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About Rally: Rally is a platform for buying and selling equity shares in collectible assets, enabling anyone to invest in one-of-a-kind collectibles.
Ryan Parker
Chief Financial Officer of Mercato Partners
Ryan Parker is the Chief Financial Officer at Mercato. He is responsible for financial reporting, compliance, and fund management. Ryan has an extensive career in finance and valuation. He led legal entity reporting during Synchrony Financial’s split from General Electric through the IPO and subsequent exchange offer, which at $20B was one of the largest in SEC history.
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About Mercato Partners: Mercato Partners is a growth equity fund that pursues investments in high technology and consumer businesses worldwide.
Bob Reeves
CFO of BILLMO, LLC
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About BILLMO, LLC: BillMo is a Latin American Mobile Wallet focused on the receive side of a Money Transfer enabling the recipient to spend money digitally.
Ed Grieb
CFO of Market76, Inc.
CFO at Market76, Inc.
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About Market76, Inc.: Market76 makes financial services work better by empowering businesses to operate with the best, highest-quality data available.
Eduardo Arreaga
Chief Financial Officer of Stavvy
Eduardo Arreaga is the Chief Financial Officer at Stavvy.
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About Stavvy: Stavvy is a modern lending platform designed to connect lenders with their title, settlement, and appraisal vendors.
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.
Rayan Rafay
Co-Founder & COO/CFO of Fraction
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About Fraction, Shalifay: Fraction is a technology-based lending platform focused on making residential real estate affordable, flexible, and liquid.
Ross Davisson
CFO of CircleUp
Ross brings experience in both finance and high-tech operations to his role at CircleUp. He most recently led Sales Operations & Strategy at The Climate Corporation, which develops digital tools to help farmers increase their productivity. He helped scale Climate from a 30-person venture-backed startup to a 600-person subsidiary of Monsanto following its acquisition. Prior to joining Climate, Ross worked in finance as an investor in private equity at Bain Capital and in public equities at Pivot Point Capital. He began his career as a consultant at McKinsey & Company. Ross received a BS and an MBA from Stanford University. Outside of work, Ross enjoys cooking, exploring San Francisco’s most interesting stairway walks, and attempting to keep up with his two young sons.
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About CircleUp: CircleUp is an investment platform that provides capital and resources to innovative, early-stage consumer brands.
Pete D’Arrigo
Chief Financial Officer of Envestnet
Pete D’Arrigo is the Chief Financial Officer at Envestnet.
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About Envestnet: Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors.
Michael Plunkett
Co-Founder & COO/CFO of PayIt
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About PayIt: PayIt simplifies doing business with state, local, and federal government through its mobile transaction and payment platform.
Tom Casey
Chief Financial Officer of Lending Club
Tom Casey is Chief Financial Officer at Lending Club, responsible for overseeing accounting, financial planning and analysis, treasury, tax, and investor relations. Before joining Lending Club, Tom was Executive Vice President and CFO at Acelity. Prior to that, he served as Executive Vice President and Chief Financial Officer at Clear Channel, where he was responsible for overseeing all financial, IT, and shared services activities for the global media and entertainment company specializing in radio, digital, outdoor, mobile, and on demand advertising. Tom has more than 20 years of experience in financial services, including senior financial leadership roles at GE Capital, Washington Mutual, JP Morgan Chase, and Citicorp. Tom has a BS degree in accounting from King’s College in Wilkes-Barre, PA.
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About Acelity, Lending Club: Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors.
Jessica Ngo
CFO of CRCM Ventures
Jessica Ngo is the CFO of ChinaRock Capital Management. She graduated with a bachelor’s degree in economics from the University of California, Berkeley.
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About ChinaRock Capital Management, CRCM Ventures: CRCM Ventures invests in early stage companies, targeting consumer, climate tech, frontier tech, health, and fintech industries.
Kenneth Kim
Chief Financial Strategist of EQIS
Ken began his career in finance more than 20 years ago as a research assistant at the PACAP Research Center in Rhode Island. He has worked as a senior financial economist at the U.S. Securities and Exchange Commission, as a consultant for the CFA Institute, as a special consultant for the Securities Litigation Consulting Group and as an academic consultant for the Kuala Lumpur Stock Exchange. He is also a highly accomplished finance scholar and professor of financial strategy, investments, portfolio theory, derivative securities, business economics, and financial risk management. He has held academic appointments at 16 different universities around the world and has served on the board of directors of multiple academic organizations. One study even ranked him as one of the top 1,000 finance scholars of the past half-century. His research has been widely-published in peer-reviewed journals, and he has been cited or quoted in the likes of the Wall Street Journal, the Financial Times, BusinessWeek, Barron’s, The New York Times and many more. Ken is also a Forbes contributing columnist. He is a frequent speaker at conferences, corporate trainings and executive development programs. He holds a PhD from the University of Rhode Island, an MBA from the University of Detroit and a BA from the University of Michigan. Ken also maintains his Series 65 securities license.
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About EQIS: EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
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.
Steven Lee
COO and CFO, Co-Founder, Board of Directors of Crowdz
Founder at Crowdz.
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About Crowdz: Nasdaq for Receivables
Paul Suh
CFO of Back Office
Paul Suh is the CFO at Back Office.
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About Back Office, Petciety: Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
John Shults
CFO Advisor Upround Finance of Givinga
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About : Givinga is a provider of financial technology platform for employers.
Nathan Barber
CFO of FinMkt
Before joining FinMkt in 2018, Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco. During his tenure there, he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. In addition, Nathan has authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
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About FinMkt: Revolutionizing point of sale financing through our highly customizable SaaS, multi-lender, omni-channel platform.
Steve Doctor
EVP, Chief Financial Officer of Ingo Money
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About Ingo Money: Ingo Money is a disbursement marketplace that digitizes the paper check.
Richard Gelinas
Chief Financial Officer of Fi-Tek
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About Fi-Tek: Fi-Tek is a premier product focused financial technology solutions and services company.
Michael G. Levine
CFO of Payoneer
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About Payoneer: Payoneer allows global commerce by connecting businesses, professionals, countries, and currencies with its cross-border payment platform.
Barney Briggs
CFO of TF Holdings
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About TF Holdings: TF Holdings provides lenders the ability to rapidly launch an online loan product with market-leading application and servicing features.
Scott Gellman
COO/CFO of Kurtosys
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About Kurtosys: Real growth. Realized. Digital Experience Platform for Financial Services.
Kevin Phillips
CFO of RoadSync
Having worked with Kevin Phillips for nearly 15 years, Rob Frohwein knew whom to call when he wanted to provide additional structure to the newly formed Kabbage. After spending a few weeks consulting for the business, Kevin fell in love with its people, passion and product and joined the team full-time as Chief Information Officer. He served as the lead architect for the Kabbage Platform before transitioning to Chief Financial Officer, where he oversaw Kabbage’s finance and accounting teams. Now Head of Corporate Development, Kevin is responsible for the planning and execution of the company’s strategic initiatives. Before his time with Kabbage, Kevin spent nearly 20 years building shareholder value in the U.S. and Europe through technology and finance roles. He has held leadership positions in a number of high-growth companies, including serving as Chief Information Officer of S1 Corporation and as Chief Financial Officer of FX Bridge Technologies. Kevin is a self-proclaimed foodie, photographer and pilot. He’s licensed to fly high-performance aircraft and makes a point to snap pictures using his Nikon D7000 whenever he travels. Kevin’s favorite small business is Lake Aero Styling and Repair.
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About RoadSync: RoadSync is a digital payment software application platform for the logistics industry.
Luis Scull
Co-Founder & CFO of Payfully
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About Payfully, Payfully Corporation: The easiest way to access future commissions
Jesse Cushman
CFO of StreetShares Platform
Jesse Cushman is the CFO at [StreetShares](https://www.crunchbase.com/organization/streetshares-inc#/entity).
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About StreetShares Platform: StreetShares Platform is a saas technology that powers banks, credit unions, and non-financial organizations.
Cindy Tavares
CFO of Two Roads Software
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About Two Roads Software: Two Roads Software provides financial news, updates, and solving financial compliance issues.
Steve Brown
CFO of eProdigy Financial
As CFO of eProdigy, Steve brings over 20 years of financial executive experience to the team. Steve was the CFO of the IDT Corporation from 1995-2009, where he oversaw the financial aspects of it’s IPO, and served on the Board of Directors. Steve founded and was the CEO of IDT Entertainment – a subsidiary which was sold for $500m during his tenure as CFO of the parent. Steve is also partner in Brown, Brown and Associates, a tax and accounting firm; and a member of the Academy of Television Arts & Sciences.
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About eProdigy Financial: eProdigy offers cloud-based platforms that supports processes in the alternative finance industry.
Tyler Ploeger
Co-Founder & CFO of Everee
Tyler Ploeger is a Co-Founder and Chief Financial Officer at Everee.
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About Everee: Everee is a full-service payroll platform that allows employees to pick their pay dates.
Peter Bardwick
Chief Financial Officer of qolo
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About qolo: Qolo is a B2B payments hub that allows businesses to manage payments and reduced expense.
Christopher Temme
CFO: USA of BitFlyer
Christopher Temme is a director of product and digital operations is SourceMedia.
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About BitFlyer: BitFlyer is a bitcoin exchange and marketplace that enables its customers to buy, sell, and spend bitcoins.
Ross Jessup
Co-Founder, CFO & COO of Open Lending
Since co-founding both in 2000, Ross has served as Chief Financial Officer and Chief Operations Officer of Open Lending, LLC and Lenders Protection, LLC, a wholly owned subsidiary of Open Lending, LLC. He oversees all aspects of financial and operational business at Open Lending, LLC and Lenders Protection, LLC and subsidiaries. Through his efforts, the company has secured all necessary investment capital since inception. Ross co-leads national account sales to large financial institutions and captives, along with key customer support relations for the company. He has successfully developed key relationships with outside actuaries, investors, and insurance partners that have been instrumental in the company’s growth. Ross is the subject matter expert with regard to the Lenders Protection product and risk-based pricing solution. Under his leadership, Open Lending has been named to the Austin Business Journal’s “FAST 50” list five times, recognizing the fastest growing private companies in Central Texas. The company has also been named twice to the “INC 5000” list of fastest growing private companies nationwide and been named a “Best Place to Work” in Central Texas for three years. Additionally, Ross has been awarded the “Best CFO in Central Texas” by the Austin Business Journal. Ross brings a diverse background in corporate operations. He has extensive experience in public accounting for national firms such as Arthur Andersen. Ross has unique expertise and specialization in the areas of mergers, acquisitions, taxation, and financing transactions. Ross has been an active partner in various investment funds that provide early and later stage capital to technology-related companies over the past 25 years. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, and the Young Entrepreneurs Organization. Ross received his BA in Accounting from The University of Mississippi in Oxford, Mississippi. He is a Certified Public Accountant licensed in the state of Texas. In his free time, Ross enjoys the outdoors, hunting, playing tennis, and golf. He and his wife, Lisa, reside in Austin, Texas with their four sons. He serves on several non-profit boards including Westlake Pop Warner, 12 Fields Foundations, the local Boy Scouts of America chapter, and others.
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About Open Lending: Open Lending is a provider of lending enablement and risk analytics solutions to financial institutions.
Greg Brown
Chief Financial Officer of Elevate Innovation Partners
Greg brings a wealth of experience as the CFO of multiple venture capital backed private and early stage public companies, as well as ten years as a venture capital and angel investor. His investing experience has been as an SVP at Pappajohn Capital Resources, Partner, and COO with Residex Ventures and Administrator of Charlotte Angel Fund. Greg’s career has been devoted to serving entrepreneurs and the companies that they create as a trusted business partner. Having been the CFO or board member of numerous early stage companies, he is very familiar with the financial and other business issues that start-up and other early stage companies face as they develop. He has a particularly deep understanding of investment transactions of all types, having participated in over $150 million of private and public financings. With experience both as an investor and as a part of the management team seeking investments, he understands both perspectives and is able to bring that understanding to the table for the benefit of his clients.
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About Elevate Innovation Partners: Elevate Innovation Partners is a venture capital fund that focuses on enterprise software and fintech in the U.S. East Coast.
Ken DiCross
Chief Financial Officer of Social Wallet
Ken DiCross is a Co-Founder and CFO of Social Wallet Inc. Blockchain experience includes Development Manager for BuildTeam which created innovative programs on Steem including: SteemVoter, SteemSports, and MinnowBooster. Ken created and owns Coinhawk.com, a progressive auction website for Crypto and Bullion products. Previous business experience entails operating as the District Manager for a successful hospitality group in Los Angeles of which he oversaw the profitability of 5 individual multi-million dollar restaurants. Ken has a BA in Finance from The Ohio State University.
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About AirWire, Social Wallet: Social Wallet is a breakthrough platform designed to enable cryptocurrency to be sent easily, quickly.
