Team Category: Extended Advisory

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…

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…

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…

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….

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…

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…

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…

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…

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…

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,…