Here are some of the industry professionals that contribute to the Wall Street Technology Association’s (WSTA®) success.
A volunteer Board of Directors, representing many of the world’s most prestigious banks, brokerage, hedge fund and insurance firms, provides strategic direction and oversees the organization to ensure that its focus continually meets the unique informational needs of a very dynamic industry.
WSTA President
Chief Information Officer at EquiLend
Areas of Focus:
New Business Development,
Innovation,
Mobile Technology
WSTA 1st Vice President
Managing Director, Integration Management Office at
Charles Schwab
Areas of Focus: CX, Business & Technology Collaboration
WSTA 2nd Vice President
Americas Head of Digital Strategy & Products at UBS Global Wealth Management
Areas of Focus: Innovation,
Digital Transformation,
Diversity, Equity & Inclusion
WSTA Treasurer
Sr. Director, Business Process at Broadridge
Areas of Focus: Technology Business Management, Cloud FinOps, IT/Software Asset Management
WSTA Secretary
Managing Director & Head of Infrastructure at Annaly Capital Management
Areas of Focus: New Business Development,
Innovation, Mobile Technology
WSTA Director
Managing Director of Mobile & Advanced Technology at Morgan Stanley
Areas of Focus:
Digital Product Management, Mobile Technology, Innovation
WSTA Director
Head of Risk Technology at
Schonfeld Strategic Advisors
Areas of Focus:
Innovation,
Mobile Technology,
Digital Transformation
WSTA Director
Chief Information Officer & Head of Wealth Management Technology at Morgan Stanley
Areas of Focus:
New Business Development
WSTA Director
Head of Enterprise Technology Infrastructure and Operations at the FRBNY
Areas of Focus: Operational Excellence, Digital Transformation, Agile
WSTA Director
Head of Corporate Technology
at Point72
Areas of Focus:
New Business Development & Innovation
WSTA Director
Managing Director of Wealth Management Technology at Morgan Stanley
Areas of Focus: Technology Innovation for Business, Operational Efficiency
WSTA Director
EVP & Chief Digital Solutions Officer at S&P Global
Areas of Focus:
Digitalization of Financial Markets, Flywheel Digital Ecosystems
WSTA Director
Head of Infrastructure Strategy at
Fidelity Investments
Areas of Focus:
New Business Development,
Innovation
WSTA Director
Managing Director of Consumer Small Business & Wealth Technology at Bank of America
Areas of Focus: New Business Development
WSTA Director
Managing Director,
Head of Product and Experience
at JPMorgan Chase & Co.
Areas of Focus: Tech Infrastructure & Innovation
WSTA Director
Head of Enterprise Change Governance & Integration at BNY Mellon.
Areas of Focus: Enterprise Change, Program Management, Agile
WSTA Director
Senior MD – GM Sales, Trading & Financing CIO at State Street.
Areas of Focus: Real-time Risk and Trading Systems,
Smart Desktop Solutions
WSTA Executive Director
President
at PML Consulting
Areas of Focus:
Business Development,
Sales,
Event Management
WSTA Executive Director
Vice President
at PML Consulting
Areas of Focus:
Marketing,
Content Management,
Business Development
The Board of Directors is supported by several WSTA Committee Members who drive and support specific initiatives.
The Content Advisory Committee is comprised of visionary industry leaders who are intimately familiar with the business and technology trends of the financial services industry. This Committee develops the content and topics that are addressed in seminars, panels, roundtables and newsletters.
Johna Till Johnson – Committee Chair
Nemertes, CEO and Founder
Alex Berson
Consultant
Raj Bhaskar
Raymond James, Vice President of Technology Strategy, RIA & Custody Services
Luc Boivin
Verizon Business Group, Managing Director – 5G & Enterprise Solutions
Randall Brett
Schonfeld Strategic Advisors, Head of Risk Technology
Mark Bubar
Verizon Business Group, Managing Principal Global Financial Services
James Chang
Cloudflare, Senior Product Marketing Manager
Sai Chavali
Cloudflare, Senior Product Marketing Manager
Jo Ann Cooper
WSTA, Executive Director
Josh Crandall
Morgan Stanley, Technology Risk Officer
Lina Glastein
The Federal Reserve Bank of New York, Head of Enterprise Technology Infrastructure and Operations
Katherine Hill
T-Mobile for Business, Head of Financial Services Vertical Marketing
David Ho
Citigroup, Technical Information Security Officer
Phyllis Lampell
WSTA, Executive Director
Deepa Nagaraj
Mphasis, Head of Corporate Communications
Kory Patrick
Booz Allen, Financial Services Principal
Eric Reddel
Booz Allen, Vice President
Shyamal Sen
Bank of New York Mellon, Director of Enterprise Business Architecture
Tarun Sheshraj
T-Mobile for Business, Director, Strategic Accounts
Chuck Thomas
Gartner, Research Director, Banking and Investment Services (BIS) Research
The Newsletter Committee, comprised of technology and business professionals, reviews and edits educational articles contributed by WSTA Vendor Affiliates, analysts, members, and other industry professionals. The Committee provides feedback and recommendations so that the content is beneficial to financial technology and business professionals.
Jo Ann Cooper – Committee Chair
PML Consulting, Vice President
Joshua Crandall
Morgan Stanley, Vice President
Ian G. DiBernardo
Brown Rudnick LLP, Chair, IP Litigation Practice Group; Practice Group Leader, US Technology Group
Paul Kirvan
Paul Kirvan Associates
Shyamal Sen
Bank of New York Mellon, Director of Enterprise Business Architecture
The Event Content Review Committee is comprised of financial firm technology professionals who review presenter abstracts and presentations for each event to ensure that the content provided is educational versus sales oriented. They also provide constructive feedback and direction so that the material covered is timely and relevant to WSTA members and other industry professionals in attendance.
Jo Ann Cooper – Committee Chair
WSTA, Executive Director
Alex Berson
Consultant
Raj Bhaskar
Raymond James, Vice President of Technology Strategy, RIA & Custody Services
Randall Brett
Schonfeld Strategic Advisors, Head of Risk Technology
Pinaki Datta
Citigroup, Global Head of FX Prime Brokerage Technology
Zak Fanuswala
BNY Mellon, Risk Manager
David Ho
Citigroup, Technical Information Security Officer
Hari Kilakkencherry
JPMorgan Chase & Co., Executive Director, Global Equity Technology
Phyllis Lampell
WSTA, Executive Director
Rene Moya
Director – Digital Disruption, UBS
Joseph Sabelja
JPMorgan Chase & Co, Executive Director, AI/ML Strategy
Shyamal Sen
Bank of New York Mellon, Director of Enterprise Business Architecture
The Special Advisor Committee is comprised of technology specialists and business professionals that assist the WSTA on specific projects and/or initiatives.
Alex Berson
Consultant
John Killeen
WSTA, Past President
Michael Maffattone
MultiMix IT LLC, CIO
All events and back-office operations are managed by PML Consulting.
President
Vice President
Controller
Sales & Membership Manager
Social Media & Marketing Manger