Been there, done that.

Brennan Carley

Brennan has over 30 years’ experience in Financial Information and Technology as senior executive, board member and advisor. He has deep expertise in both technology and business leadership, and has held senior technology, product, commercial, and sales/marketing roles.

Brennan has worked at Fintech companies ranging from early-stage startups to multi-billion dollar public global businesses, including Refinitiv/LSEG (MD of the Enterprise Data Business and Strategic Customer Consulting), Spread Networks (SVP Product & Marketing), Monitor110 (CEO), NYFIX / NYSE Technologies (COO), Instinet (SVP Technology) and IBM. He founded Radianz (now BT Radianz) where he ran Product, Technology and Operations.

He has been a director on the boards of Sterling Trading (electronic trading), Marketcetera (algorithmic trading) and Yipes (telecommunications). Brennan has advised Warburg Pincus as Entrepreneur in Residence, taught Strategy for Technology Companies at NYU, and mentors start-ups at Cornell Tech.

He has been listed in The Trade magazine’s “100 Most Influential People in Buy-Side Trading” and featured in the books “Architects of Electronic Trading” and Michael Lewis’ “Flash Boys.”

Brennan earned a BS in Economics and Computer Science from N.Y.U. and has done graduate studies at Columbia University, Harvard and M.I.T.

His hobbies include cycling, skiing, scuba diving, rock and ice climbing, hiking/backpacking, traveling, and researching blues history for a book project.

Dr. Jonah Pezeshki

Dr. Jonah Pezeshki is a cyber security expert specialized in assessing, planning, architecting, and implementing security programs.  As CEO of Cyber Security Consulting Services (CSCS), Jonah leads the efforts of supporting organizations in the establishment, operation, and certification of their security programs.

Prior to CSCS, Jonah was a Cyber Security Specialist for the U.S. Nuclear Regulatory Commission, where he was responsible for accessing the efficacy of cyber security programs as US nuclear power plants and worked at Booz Allen Hamilton leading the review and revision of industry and government standards for high-reliability Internet Protocol (IP)-based security communications.

Jonah has a PhD in Electrical Engineering from the University of Maryland and is a Certified Information Systems Security Professional (CISSP).

Josh Shams

With over 20 years of experience as a sales and revenue leader, Josh has a proven track record in developing top-tier sales teams, driving revenue growth, and ensuring operational excellence. His expertise spans sales engagements with the U.S. Federal Government, global Fortune 500 enterprises, and clients from startups to established companies.

Josh has flourished in early-stage technology startups and public organizations, including ServiceNow and Moogsoft. At Moogsoft, he played a crucial role in creating the AIOps product category. He excels at negotiating high-value SaaS enterprise agreements, generating value for clients and fostering business growth.

Proficient in GTM strategies, revenue model alignment, and sales organization development, Josh collaborates with product teams on PMF and revenue models like PLG, indirect channels, and core customer base expansion. He partners with customer success teams to ensure exceptional experiences, leveraging his expertise in value-based selling, strategic planning, and technical execution.

Adept at complex deal navigation, agreement negotiation, and P&L management, he excels in pipeline management, mentorship, cross-functional collaboration, and organizational transformation. Josh's holistic skill set allows him to cultivate high-performing teams and operational excellence, fostering deeper customer connections and integrating digital experiences into businesses' core operations.

Hilary Park

Hilary is an innovative and experienced leader and advisor with over twenty years of experience in financial services and fintech.

Most recently, Hilary was the CEO and Co-Founder of LMRKTS, an IFC-backed capital optimization company which reduced over 20 trillion USD of foreign exchange notional equivalent from the balance sheets of the world’s largest banks. As such, she has experience with all phases of startup development from conception, to fundraising, to growth, and ultimately to exit and post M&A transition. Prior to LMRKTS, she worked as a proprietary trader and credit analyst at both investment banks and hedge funds. With a background in math, programming, foreign language and fine arts, she offers a unique approach to problem solving and as well as an ability to distill complex technical problems into their fundamentals to facilitate communication with specialists and generalists alike.

JP Rosato

As the former Founder and Chief Executive Officer of CS Technology, Mr. Rosato provided the vision and executive leadership that enabled CST to change the paradigm for technology advisory services delivery that redefined the space and attracted global 2000 customers resulting in the acquisition of CST by Accenture in June 2021

Mr. Rosato has over 30 years of extensive design, engineering and operations experience within large, complex technology environments. In cooperation with his network of C level partners, Mr. Rosato has developed and defined a host of innovative services, monetization strategies for technology assets and investments, and groundbreaking partnerships between enterprises and providers.

Mr. Rosato serves on several corporate advisory boards and industry panels and is a frequent speaker at technology related industry events.

Tim Estes

Tim Estes is a pioneering executive in the Artificial Intelligence and Natural Language Processing domain. He founded and led Digital Reasoning from 2000, an AI leader in the space of unstructured data analytics for 20+ years.. Estes envisioned a means by which computers could learn to accurately interpret language, understand context, and extract critical intelligence. Digital Reasoning secured investments from In-Q-Tel (IQT), Goldman Sachs, Nasdaq, BNP Paribas, Barclays, Credit Suisse, HCA, and others totaling over $120M.

The technology in Digital Reasoning became the market standard for applying AI and Natural Language Processing to communications data across text and voice and was adopted by a majority of the Tier 1 Financial Institutions around the globe.

It’s technology also supported key Defense and Intelligence efforts in the US Government, enabled nationwide cancer screening systems to automate patient detection and prioritization, and created the largest deployed system to support law enforcement in the disruption of child sex trafficking rings in North America. It was merged with Smarsh in November, 2020 to create the market leader in Communications Intelligence for Financial Services. Estes left the acquiring company, Smarsh, at the end of 2021 and is now an active Angel Investor, Advisor, and Mentor to CEOs in multiple industries.

Felix Kühlmann

Felix Kühlmann is a strategic leader with a demonstrated history of building businesses and creating impact in the commercial and life insurance industry. He is adept at integrating complex solution elements into innovative yet pragmatic solutions. He has a proven record of building teams and cultivating relationships and partnerships to execute with urgency enabling profitable growth, better customer experience while reducing expenses in a global context.

Felix has more than 15 years of experience in consulting and the insurance industry across the full value chain. He set up and was the Chief Executive Officer for Everly launching the first permanent life insurance product Direct to Consumer in the US. Before he was the Chief Operating Officer for Zurich’s North American Commercial Insurance leading strategy development and driving digital transformation and innovative service development for mid-market and large corporate customers including international programs, captives, and complex casualty solutions. Felix had joined Zurich as one of the partners of the internal consulting unit in Zurich and moved to the US to successfully build the American hub.

Previously Felix was a Principal and Recruiting Director at the Boston Consulting Group (BCG) in Munich and Berlin. He was a member of the insurance and corporate development practice and led projects for insurance clients in Distribution, Asset Management and Risk Management across Europe. As a recruiting director he drove the talent acquisition from U.S. and European universities with a specific focus on Stanford, Wharton, Kellogg, and Harvard.
Prior to BCG, Felix was a European Counsel at Nestlé in Vevey, Switzerland, handling merger filings across the globe and advising clients on antitrust aspects of major commercial agreements.

David Bauer

His primary responsibilities include building out C-Suite-as-a-Service capability and, privacy and security consulting. David’s most recent position was with Asurion Insurance Services, a provider of mobile device protection and insurance services. David held a variety of executive positions with Asurion for 9 years including Global Chief Technology Officer, Chief Information Officer for Asia, and Chief Operating Officer for Asurion Australia.

Before Asurion, David was First Vice President and Chief Information Security and Privacy Officer for Merrill Lynch, for which he was named a Computerworld Premier 100 IT Leader in 2004. Other positions include Global Head of Engineering for Deutsche Bank, based in London, Head of Security and Internet Services for Morgan Stanley, and Director of Computer Security Technology for Bell Communications Research. David began his career as a programmer in the areas of computer graphics, language design, and network management at AT&T Bell Laboratories.
David holds Bachelor and Masters Degrees in Computer Science from Rutgers University.

Matthew Boskin

Matthew Boskin is a Managing Partner at Sand Hill East LLC. Prior to joining Sand Hill, Matt was Co Head of institutional Sales/Institutional Salesperson at Susquehanna International Group and a successful Institutional Equity Salesperson at both Bulge Bracket Investment Banks and Investment Banking Boutiques for over 25 years.

In addition, Matt founded the New York Technology Sales Force at Merrill Lynch (the first ever specialty sales team at Merrill) and was transferred to London to expand the product globally.

He represented Tech Sales and Merrill Lynch in a number of technology investment banking pitches and has successfully raised capital for Initial Public Offerings, Secondary Stock offerings, and Private Company fund raises. Matt has personally invested in a number of private transactions and is both a current as well as a former Board Member for a few of those companies. Matt holds a BS/BA from Boston University and an MBA from Fordham University. Matt continues to maintain all of his Securities Licenses

Ed Corneiro

Ed has 30+ years of Technology Finance experience having served as Global CFO of Technology for firms such as Accenture, Merrill Lynch, Credit Suisse, UBS and Morgan Stanley. He has deep expertise in Technology Finance where he has partnered with Global CIO’s to implement strategic initiatives, provide insightful analytical finance guidance on trends, lowered expenses and developed world class finance teams.

Most recently Ed was President of Accent, a Division of Intrado owned by Private Equity firm Apollo Global Management, where he developed and implemented firmwide strategy, operations, due diligence, sale and post sale integration.

John Killeen

John Killeen is a seasoned financial services technology executive with over 30 years of experience leading enterprise-level technology organizations in the United States, Europe and Asia. He is a highly effective integrator of systems and people with deep experience leading through mergers, acquisitions, divestitures and organizational change initiatives. He operates with the highest level of ethics and integrity. John is a strong and charismatic leader with a proven track record of delivering pragmatic, value-added solutions to complex business challenges.

John is President and Founder of Latitude Strategies providing management consulting services pertaining to technology and organizational effectiveness.
John was the CIO for the Corporate Technology organization at JPMorgan Chase. Immediately prior to that, he was CIO for TD Ameritrade where he was responsible for the execution of strategic technology plans and managing executive relationships across all business lines.

John began his career at Merrill Lynch where he spent 22 years with increasing responsibilities culminating by serving as the CTO for the Global Wealth Management Division.

John received his Bachelors of Business Administration degree in Operations Management and Mathematics from Pace University.

Kelly Kamm

Kelly is a technologist and executive with decades of experience in the design, implementation and support of applications and platforms in the IT and medical software industries. Most recently, he was the Chief Technology Officer of Sitehands where he was the principal architect and designer of the Sitehands Platform, which managed IT field service activities at scale for global financial institutions, insurance companies and other large enterprises.

Kelly is an experienced advisor who has assisted clients in scaling their businesses through use of technology in the domains of ecommerce, cloud migration strategy and application architecture. He has also been heavily involved in regulatory compliance activities (HIPAA, Part 11, SOC 1/2, ISO 27001).