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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
Jun 12


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
Jun 12


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
Jun 12


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
Jun 12


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
Jun 12


Sai Uppuluri
Managing Director Houlihan Lokey Mr. Uppuluri is Co-Head of PV Technology within Houlihan Lokey’s Portfolio Valuation and Advisory Services practice, where he leads the development of automated valuation and delivery solutions, enabling clients to gain deeper insights into their portfolios. He provides valuations and advisory services to retail-focused investment vehicles, including interval funds, exchange-traded funds (ETFs), and other permanent capital vehicles that offer
Dec 30, 2025


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


Kaveri Camire
C-Suite Marketing & Communications Executive | Fortune 500 As a global brand, reputation, and AI-driven marketing leader with over 25 years of experience, Kaveri thrives at the intersection of transformation, innovation, and storytelling. She is skilled at simplifying complex narratives, scaling impact, and introducing new market categories that drive business growth, always with an entrepreneurial mindset and the agility to pivot as challenges and opportunities evolve. Kaver
Aug 18, 2025


Charisma Glassman
Vice President, Global Head Retail, Consumer and ECommerce Advisory Genpact Charisma Glassman is Vice President, Global Head Retail, Consumer and ECommerce Advisory at Genpact, a global consulting firm based in New York. She partners with C-suite leaders at iconic brands like PepsiCo, McDonald's, Unilever, L’Oréal, Barclays, Citi, Morgan Stanley, and Ferrari to drive transformative initiatives in revenue growth, customer experience, and operational efficiency across North
Aug 18, 2025


Hsing-Hsing Li
COO Aceler8 Hsing-Hsing Li is Chief Operating Officer of Aceler8.ai and an NACD Board Leadership Fellow with extensive board experience, including audit/finance, strategy, mergers, nominating, and governance committees, often serving as chair. A CPA with a background at KPMG, she combines deep financial expertise with business and technology strategy, specializing in AI innovation and cyber risk management. She is a proven technology executive and operational leader, driving
Aug 18, 2025


Jyoti Menon
VP of Product, Service and Engage Bread Financial Jyoti Menon is a seasoned leader in the financial services industry with over 20 years of experience in product management, strategy, and development. As Vice President of Product for Service and Engagement at Bread Financial, she is responsible for creating top-tier digital experiences for customers. Previously, she served as Director at Citi, overseeing digital wallets, eCommerce, and bill payments, where she managed key par
Mar 11, 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


Allen Chen
Chief Technology Officer Fanatics Collectibles Allen is currently the Chief Technology Officer of Fanatics Collectibles. Fanatics is building a global digital sports platform and is the worldwide leader in licensed fan gear, collectibles, and digital assets. He is an expert in architecting, building, and launching large-scale digital and AI solutions and an experienced leader in growing and running effective software organizations. Prior to his current role, he was a Managing
Feb 3, 2025


Rohan Thapar
Senior Product Lead, AWS Board of Directors, AABDC Rohan Thapar is a senior product lead at AWS with a track record of scaling enterprise AI products and leading globally distributed teams across more than 10 countries. He has held product roles at Meta, EY, and high-growth startups, where he managed multi-million-dollar product portfolios and complex, cross-regional initiatives. Across his career, Rohan has led 12 global product and engineering teams to build and operate lar
Jan 29, 2025


Rittik Chakrabarti
Co-Head of Portfolio Valuation and Fund Advisory Services/ Managing Director Houlihan Lokey Mr. Rittik Chakrabarti is a Managing Director and Co-Head of Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services, leading a global team of over 180 professionals across multiple international offices. With over 20 years of experience, he specializes in providing valuation services to hedge funds, private equity, and corporate clients, focusing on illiquid investment portfol
Sep 9, 2024


Dr. Manish Panjwani
Senior Managing Director & U.S. Health & Public Service Technology Lead, Accenture As Senior Managing Director at Accenture, Dr. Manish (Manny) Panjwani leads Accenture’s NA Health & Public Services Technology Business and helps clients achieve total enterprise reinvention. With over 30 years of global experience in technology consulting, advisory, and leadership roles, he has held various leadership roles and served across various industries such as products, communications,
Jan 30, 2024


Frances West
Founder, Frances West & Co. Frances West is the founder of Frances West & Co, a global strategy advisory company focusing on operationalizing diversity & inclusion through digital transformation. Frances and her expert partners help public, private, non-profit, and start-ups thrive and grow through digital inclusion and purpose-driven innovation strategy. She has 30+ years of global business management, technology sales, emerging market development, and organization leadershi
Aug 2, 2023
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