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AI in Financial Services: Innovatio


Dan Bosman
Senior Vice President & Chief Information Officer TD Securities & Payments Dan joined TD Securities in 2013 and is currently Senior Vice President and Chief Information Officer for TD Securities and Payments at TD. In this role, he is accountable for all global technology streams and delivering innovative and proactive technology solutions that support TD's Wholesale Banking business objectives and growth strategies as well as leading technology for our Payments Services supp
4 days ago


Tonet Santana
Managing Director, Head of Payments Product TD Tonet joined TD Securities in November 2025 as Managing Director & Head of Payables, Receivables, and Commercial Cards Product. In this role, he leads the end-to-end product strategy and development for enterprise scale payments, receivables, and commercial card solutions serving large commercial and corporate clients. He is responsible for building and leading a high performing team of senior product specialists and for deliver
4 days ago


Mahesh Krishnamurti
Founder & CEO Thought Leadership Capital. Mahesh Krishnamurti is a global business leader, board director, executive advisor, and coach who helps leaders navigate complexity with clarity, sound judgment, and confidence. Having lived, studied, and worked across Asia, Europe, and North America, he brings a uniquely international perspective shaped by leadership roles in multinational companies, high-growth ventures, and boardrooms facing significant transformation. He is known
4 days ago


Will Hicks
Head of Global Retirement Products & Services FIS Will Hicks serves as the Head of Global Retirement Products & Services at FIS, leading the strategy, innovation, and execution of the company’s Retirement solutions. With over 20 years of experience in financial technology and retirement services, Will is responsible for driving product, service excellence, and market growth to support FIS’ diverse client base, which include recordkeepers, plan sponsors, and financial institut
4 days ago


Christina Petrou
Chief Operating Officer, TD Securities Executive Vice President, TD Bank Group Christina Petrou is the Chief Operating Officer at TD Securities and brings over 25 years of financial services expertise and strategic planning. In this role, she supports the development of the firm's overall business strategies, overseeing global initiative portfolios, governance, and technology teams. Since joining TD Securities in 2014. Christina has held varying executive positions as the US
4 days ago


Rutvik Patel
Director, Strategy and Planning, and Lead of the Asian Employee Network TD Securities Rutvik Patel is Director of Strategy and Planning at TD Securities. In his current role, Rutvik shapes the strategic objectives and partners with stakeholders across the business to prioritize, enable, and monitor the execution of key strategic plans for TD's Wholesale Banking segment. Prior to joining TD Securities, Rutvik was Director of Strategic Planning & Analysis for the Office of CE
Dec 19, 2025


Amy Chou
Chief Operating Officer Addition Wealth Amy Chou is Chief Operating Officer at Addition Wealth, a company dedicated to making personalized financial expertise more inclusive and accessible. Addition believes that every single person should have access to the right tools and resources to make informed financial decisions regardless of how much money they have or how much they earn. Addition partners with forward-thinking employers as well as Fortune 100 financial institutions
Mar 5, 2025
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