Providing views and advice on the issues facing the financial industry

FinXTech’s Advisory Group is comprised of a select number of technology startup founders, established technology providers, innovation leaders in banking, investors and government and non-government policy leaders – all of which make up FinXTech’s ecosystem. Advisors are charged with informing FinXTech with the changes that are constantly occurring within their industry and how they are impacting the financial community – allowing FinXTech to provide the most relevant and up-to-date information to bank leaders across the U.S.

Jo Ann Barefoot
CEO Barefoot Innovative Group
Jo Ann Barefoot
CEO, Barefoot Innovative Group

Jo Ann is a Senior Fellow at Harvard University’s Mossavar-Rahmani Center for Business & Government in the John F. Kennedy School of Government and is CEO of Barefoot Innovation Group, LLC. Jo Ann has over thirty-five years of experience in consumer financial regulatory issues and fintech. She is currently writing a book on financial technology innovation and regulation.

Thomas Brown
Partner, Litigation Dept. Paul Hastings LLP
Thomas Brown
Partner, Litigation Dept., Paul Hastings LLP

Thomas Brown is a partner in the Antitrust and Competition and the Global Banking and Payment Systems practices. Mr. Brown’s practice focuses on competition law and legal issues affecting the financial services industry.

Michael Butler
President & CEO Radius Bank
Michael Butler
President & CEO, Radius Bank

Michael Butler is the President and Chief Executive Officer of Radius Bank. Since joining Radius Bank in March 2008, Mr. Butler has transformed the bank into an innovative leader in the financial services industry, one focused on delivering superior customer service and leading-edge technology to its clients.

Michael Carter
Founder & CEO BizEquity
Michael Carter
Founder & CEO, BizEquity

Michael Carter is the founder and CEO of BizEquity and the inventor of the market-leading online valuation service that is helping the small business economy and the financial institutions that serve them.

Pete Chiccino
EVP & CIO The Bancorp Inc.
Pete Chiccino
EVP & CIO, The Bancorp Inc.

Michael Carter is the founder and CEO of BizEquity and the inventor of the market-leading online valuation service that is helping the small business economy and the financial institutions that serve them.

Sima Gandhi
Head of Businesss Development & Strategy Plaid
Sima Gandhi
Head of Businesss, Development & Strategy Plaid

Sima Gandhi leads Business Development and Strategy for Plaid, the technology company powering the fintech ecosystem. Today, thousands of companies use Plaid’s suite of APIs to build applications that enable millions of consumers and businesses to lead healthier financial lives.

Ryan Gilbert
General Partner Propel Venture Partners
Ryan Gilbert
General Partner, Propel Venture Partners

Ryan is a General Partner at Propel Venture Partners (www.propel.vc), a venture capital firm investing in the financial services sector backed by BBVA.

John Gill
COO & Chief Risk Officer Somerset Trust Company
John Gill
COO & Chief Risk Officer, Somerset Trust Company

John has over 35 years of experience in the financial services industry. Currently, he is the Chief Operating Officer and Chief Risk Officer with Somerset Trust Company, where he is responsible for directing the bank’s strategic planning process, risk management and for implementing various technology, profit improvement, growth, operational, and efficiency initiatives.

Joe Guastella
Global and U.S. Managing Prinicipal, Financial Services Deloitte Consulting LLP
Joe Guastella
Global and U.S. Managing Prinicipal, Financial Services, Deloitte Consulting LLP

Joe Guastella has been with Deloitte for more than 25 years and leads the Global and US Financial Services Industry (FSI) practice for consulting. Prior to taking on the global practice leadership role, he managed Deloitte’s services portfolio for the Global Financial Services network for several years.

Jim Hale
Founding Partner FTV Capital
Jim Hale
Founding Partner, FTV Capital

Jim C. Hale is Independent Director at ACI Worldwide, Inc., Independent Director at Bank of Marin Bancorp, Founding Partner at Financial Technology Ventures Management Co. LLC and Investment Committee Member at St. Ignatius College Preparatory. He is on the Board of Directors at ACI Worldwide, Inc., Bank of Marin, Bank of Marin Bancorp, Mitek Systems, Inc., LOYAL3 Holdings, Inc. and Verus Financial Management, Inc.

Fatema Hamdani
VP Mobile Engagement Strategy and Innovation Syniverse
Fatema Hamdani
VP Mobile Engagement Strategy and Innovation, Syniverse

Jim C. Hale is Independent Director at ACI Worldwide, Inc., Independent Director at Bank of Marin Bancorp, Founding Partner at Financial Technology Ventures Management Co. LLC and Investment Committee Member at St. Ignatius College Preparatory. He is on the Board of Directors at ACI Worldwide, Inc., Bank of Marin, Bank of Marin Bancorp, Mitek Systems, Inc., LOYAL3 Holdings, Inc. and Verus Financial Management, Inc.

Adrienne Harris
Former Special Assistant to the President for Economic Policy White House National Economic Council
Adrienne Harris
Former Special Assistant to the President for Economic Policy, White House National Economic Council

Adrienne was a Special Assistant to the President for Economic Policy at the White House National Economic Council. Her portfolio includes financial regulatory reform, financial technology, cyber security, consumer protection, and housing finance reform. She came to the White House from the US Department of Treasury where she served as Senior Advisor to the Deputy Secretary.

John Jacobs
Founder and CEO Q3 Advisors
John Jacobs
Founder and CEO, Q3 Advisors

John Jacobs is a New York City/Washington, D.C. based senior business leader and the former CMO of NASDAQ, an S&P 500 company. Mr. Jacobs currently serves as Founder and CEO of Q3 Advisors, LLC and as the Distinguished Policy Fellow and Executive Director of the Center for Financial Markets and Policy at the McDonough School of Business at Georgetown University.

Brandon Janosky
Director and Portfolio Manager Detalus
Brandon Janosky
Director and Portfolio Manager, Detalus

Brandon’s various roles at Detalus include: providing portfolio management services to institutional clients, coordinating the firm’s institutional business development efforts, and focusing on consulting for technology companies in the financial industry. He recently celebrated his 12 year anniversary with Detalus. A graduate of Villanova University, Brandon previously worked as an engineer in Washington Group International’s Power Division designing and analyzing emission reduction components. Brandon holds Series 7 and 66 licenses from FINRA.

Atul Kamra
Managing Partner SixThirty
Atul Kamra
Managing Partner, SixThirty

Atul Kamra is Managing Partner of SixThirty, a global FinTech venture fund and accelerator and cofounding General Partner of SixThirty CYBER. The SixThirty group of companies attract the most innovative FinTech and Cyber Security start-ups from across the globe, and work with like-minded corporate partners and mentors to accelerate their growth.

Aditya Khurjekar
CEO & Co-Founder Let's Talk Payments
Aditya Khurjekar
CEO & Co-Founder, Let's Talk Payments

Aditya Khurjekar is CEO at Let’s Talk Payments (LTP), the trusted source for global FinTech insights. LTP has been focused on curated independent content and data-driven research in this space since 2013, and now reaches 100K innovators globally through its daily outreach, making it the #1 global destination for FinTech.

Jimmie Lenz
Director of Technology Risk Wells Fargo, Wealth and Investment Management
Jimmie Lenz
Director of Technology Risk, Wells Fargo, Wealth and Investment Management

Jimmie Lenz has held a number of different positions in over twenty-five years in the banking and capital markets industry. In addition to trading and senior management positions, Mr. Lenz held the role of Co-President and Co-COO of an NYSE broker dealer with foreign and domestic operations.

Walt Levengood
VP Sales and Business Development Nav
Walt Levengood
VP Sales and Business Development , Nav

Walt Levengood has over 15 years of senior experience in the payments and alternative lending industry most recently serving as Chief Strategy Officer of Bizfi, a premier Fintech platform that combined aggregation, funding and a marketplace for small businesses. Mr. Levengood currently works as a consultant and advisor for several VC backed and mid-size Fintech companies within the small business credit and lending sector.

Vivian Maese
Partner Latham & Watkins
Vivian Maese
Partner, Latham & Watkins

Vivian A. Maese is a partner in the New York office of Latham & Watkins. She is a member of the Corporate department and Financial Institutions Group and leads the firm’s FinTech practice. Ms. Maese brings more than 25 years of Wall Street experience to her practice, advising Tier 1 banks, emerging FinTech companies and investors on innovative and complex transactions at the intersection of financial services, technology and regulation (FinTech & RegTech).

Bill McNulty
Entrepreneur in Residence Capital One
Bill McNulty
Entrepreneur in Residence, Capital One

Bill McNulty is an EIR at Capital One building new mobile and online banking products. Previously, Bill founded two fintech companies and worked in JPMorgan Chase’s M&A group.

Sultan Meghji
Founder and Managing Partner Virtova
Sultan Meghji
Founder and Managing Partner, Virtova

Sultan Meghji, founder and Managing Partner at Virtova, is an international advisor to startups, enterprises, venture capital, private equity and governments in financial services, technology and biotech. He has spent the last 25 years at the forefront of bring advanced technologies to market, including leadership roles at ABN AMRO, American Express, MasterCard and others.

Greg Ott
President Nav Inc.
Greg Ott
President, Nav Inc.

Greg Ott is a veteran business leader and marketing expert who has a passion for unlocking growth and developing organizations. He is currently President of Nav.com, a start up helping small businesses make informed financial decisions and access capital.

John Pizzi
CEO BaseVenture
John Pizzi
CEO, BaseVenture

John Pizzi is the CEO of BaseVenture, a software company that simplifies how private funds are administered and managed. Before co-founding BaseVenture, John was the COO of mFoundry. John built and managed mFoundry, which was sold to FIS in 2013, into the industry leading provider of mobile banking & payment solutions servicing thousands of financial institutions and retailers.

Dennis Roman
Chief Marketing Officer TCS Financial Solutions
Dennis Roman
Chief Marketing Officer, TCS Financial Solutions

Dennis Roman is CMO of Tata Consultancy Services (TCS) Strategic Business Unit 100% focused on leveraging all of the firm’s business applications to the financial services marketplace around the world. Mr. Roman is responsible for establishing and enhancing the firm’s dominate brand equity as a leading specialty IT solutions provider to the global financial services industry spanning banking, capital markets and insurance.

Gregg Schoenberg
Founder Wescott Capital
Gregg Schoenberg
Founder, Wescott Capital

Gregg Schoenberg advises companies and institutions on strategic and investment issues related to financial services innovation and fintech. In this capacity, he is especially interested in connecting established financial firms with fintech startups to create mutually beneficial opportunities.

Chris Skinner
CEO The Finanser Ltd
Chris Skinner
CEO, The Finanser Ltd

Chris Skinner is known as an independent commentator on the financial markets and fintech through his blog, the Finanser.com, as author of the bestselling book Digital Bank and its new sequel ValueWeb. In his day job, he is Chair of the European networking forum: the Financial Services Club.

Andrew Smith
Director of Strategy and Innovation Brookdale
Andrew Smith
Director of Strategy and Innovation, Brookdale

As Brookdale’s Director of Strategy and Innovation, Andrew supports the organization’s strategic planning, partnerships and innovation efforts. This includes identifying and nurturing strategic partners that can help Brookdale achieve its mission of enriching lives and it also includes working with Brookdale’s department leaders to develop new capabilities and test new technologies.

Christa Steele
Former President, CEO & Board Member, Mechanics Bank; Founder, Boardroom Consulting LLC
Christa Steele
Former President, CEO & Board Member, Mechanics Bank; Founder, Boardroom Consulting LLC,

Christa Steele is a seasoned executive with over 20 years of commercial and consumer banking experience. As the founder and managing member of Boardroom Consulting LLC, Christa’s background with proven execution of key strategic initiatives, M&A, streamlining of operations, growing new markets, implementing technology enhancements, provides an elite consultative and advisory perspective to board of directors and senior leadership.

John Thompson
SVP and Leader, Program Team CFSI
John Thompson
SVP and Leader, Program Team, CFSI

John Thompson is responsible for CFSI’s research consulting, and innovation practices. Within these practices, a cross-functional team of professionals works to generate CFSI’s industry thought leadership and consumer research, to foster promising innovations that advance consumer financial health, and to work with companies in direct engagements to more profitably serve consumers with high-quality financial products.

Huma Usmani
CMO & Co-Founder HEXANIKA
Huma Usmani
CMO & Co-Founder, HEXANIKA

At HEXANIKA, Huma Usmani is responsible for developing and executing a marketing and communications strategy to support HEXANIKA’s business growth and enhance its brand awareness. Ms. Usmani manages and supervises all marketing functions including market positioning, branding, communications, demand generation and strategic alliances.

Andres Wolberg-Stok
Director Citi Fintech
Andres Wolberg-Stok
Director, Citi Fintech

Andres Wolberg-Stok is the Global Head of Policy at Citi FinTech, a new unit that is spearheading the transformation of Citi’s Global Consumer Banking business into a mobile-centric “Bank of Tomorrow”. He joined Citi from an international personal-finance startup and has served in a variety of digital roles: first for Citi Latin America, then for Citi’s U.S. consumer businesses, and globally since 2012.

Jon Zanoff
Founder Empire Startups
Jon Zanoff
Founder, Empire Startups

Jon Zanoff founded Empire Startups in 2011 and is the current entrepreneur-in-residence at Techstars. Often dubbed at the “Mayor of FinTech”, Zanoff has spent 15 years galvanizing the FinTech community in the states.