Bio

As Managing Director of TD Ameritrade’s Integration Management Office, James Kostulias is responsible for leading integration planning and respective TD Ameritrade workstreams, in partnership with Charles Schwab. The Integration Management Office partners across all corporate areas, business lines and support functions to deliver the necessary projects, processes and platforms in support of the strategic planning of the combined firms.

Most recently, Kostulias was the Head of Retail Experience, where he was responsible for the execution of the firm’s Retail Strategy, Client Experience, Digital Platforms, Learning and Development, Client Segmentation and LEAN Strategy.

Kostulias has more than 22 years of experience in the financial services industry and has spent more than 16 of those years with TD Ameritrade across their Retail, Technology, and Active Trader businesses. He’s held a variety of leadership roles within the organization, including leading the TD Ameritrade and Scottrade Integration where he was responsible for all aspects of integration planning, strategy and execution, balancing four million client accounts to the penny.

Work History: Prior to that, he served as Head of eCommerce, leading the digital strategy for web, mobile, social media, market data, and research, after holding TD Ameritrade’s Chief Information Officer position overseeing technology relationship management and project delivery for all business units.

Prior to joining TD Ameritrade, Kostulias was with Datek Online where he held a variety of Operational Management Positions and with Moody’s Investor Services, where he designed and implemented a Global Senior Credit Analyst Professional Development Training Program.

Education: Kostulias is currently the President of the Wall Street Technology Association, previously sat on the FINRA Technology Advisory Committee, and is a graduate of the SIFMA Securities Institute Program at Wharton. Kostulias holds a bachelor’s degree in Business Administration from Rutgers University and Series 4, 7, 24 and 63, licenses.

WSTA’s Value to Financial Services: WSTA creates a broad ecosystem for Wall Street firms and strategic partners to come to come together to network, share best practices, and focus on education which makes it very unique and special.

Bio

John Burke is CTO with Nemertes Research. He conducts and analyzes primary research in, and advises key enterprise and vendor clients on, hybrid cloud, software-defined networking including SD-WAN, automation, and DevOps. As a research analyst and consultant, he draws on his 30 years of experience as a practitioner and leader in IT to better understand the needs of IT executives and the challenges facing vendors trying to sell to them. His experience has given him broad and deep knowledge in computing, communications, and IT management. Mr. Burke holds an MA in the history of science and a bachelor of science in electrical engineering, both from The Johns Hopkins University. His interests include baking, birding, and beer.

Bio

Sathya is one of the most senior technical contributors within the Appian Solutions team. Based in London, he is responsible for technical innovation along with partnering with the Sales and Solutions team to build relationships and develop deep architectural and technical solutions for customers and prospects. He has worked on projects across the globe, including Europe, Middle East and Australia. Sathya has over 22 years of experience working with various IT technologies and organisations.

Bio

David Lee is the VP of Platform Products at RingCentral, where he leads RingCentral’s developer platform, integrations, and ecosystem products.  Prior to RingCentral, David was VP of Product Management at Box, where he led Box’s product efforts through its hyper growth years from 2008 to 2013.  David also held product and design leadership positions at Yahoo! and WebEx, where he was involved in a range of projects from Yahoo’s video advertising platform to WebEx’s self-service meeting solution. Early in his career, David worked as an engineer at Boeing’s Commercial Aircraft division. David earned his MBA from Haas School of Business, and received a bachelor’s degree in aerospace engineering from University of Southern California.  In his spare time, David enjoys biking, snowboarding, and playing with his two young sons.

Bio

Sathya is one of the most senior technical contributors within the Appian Solutions team. Based in London, he is responsible for technical innovation along with partnering with the Sales and Solutions team to build relationships and develop deep architectural and technical solutions for customers and prospects. He has worked on projects across the globe, including Europe, Middle East and Australia. Sathya has over 22 years of experience working with various IT technologies and organisations.

Bio

John Burke is CTO with Nemertes Research. He conducts and analyzes primary research in, and advises key enterprise and vendor clients on, hybrid cloud, software-defined networking including SD-WAN, automation, and DevOps. As a research analyst and consultant, he draws on his 30 years of experience as a practitioner and leader in IT to better understand the needs of IT executives and the challenges facing vendors trying to sell to them. His experience has given him broad and deep knowledge in computing, communications, and IT management. Mr. Burke holds an MA in the history of science and a bachelor of science in electrical engineering, both from The Johns Hopkins University. His interests include baking, birding, and beer.

Bio

Damon Edwards is Senior Director, Product at PagerDuty. Previously, Damon was a Co-Founder of Rundeck, the makers of the popular open source runbook automation platform acquired by PagerDuty in 2020. Prior to Rundeck, Damon was the Managing Partner of DTO Solutions, a DevOps and Operations Improvement Consultancy. Damon has spent the past 22 years working with both the technology and business ends of IT Operations and is noted for being a leader in porting cutting-edge DevOps techniques to large-scale enterprise organizations.

Damon is a frequent conference speaker and writer who focuses on DevOps, SRE, and Operations improvement topics. Damon is active in the international DevOps community, co-host of the DevOps Cafe podcast, and a content chair for Gene Kim’s DevOps Enterprise Summit.

Bio

Sean is transforming Fidelity Brokerage Technology to become a frictionless agile organization, the groups Sean has worked with have become the model organization within Fidelity for successful adoption the scaled planning and execution.  Sean has helped Fidelity Brokerage Technology operate more efficiently by enabling strategic alignment through connecting objectives, initiatives, and KPIs resulting effective prioritization across organizations.  Sean and his team provide leaders with portfolio management services to enable effective prioritization, financial alignment, and executive reporting.

As a committed Agile advocate, Sean is able to make academic agile actionable through workshops that champion the methodology, increase collaboration, and train on available technologies and tools (Jira Align, DOMO, Confluence).

Sean is a certified advanced scrum master, certified product owner and ASPE trained agile coach.

Bio

Ravi Trivedi is a founder and CEO of OneNine.AI, a technology startup building no code AI solutions with a goal to bring AI to everyone and accelerate organization’s AI journey.

Ravi also heads Data Science & AI Platforms at Nuveen within Technology Innovation and Decision Sciences group. In his current role, he has developed Innovation Center of Excellence & works closely with business partners to help them leverage cost effective open source data science platform on Cloud. He has significant experience implementing Application Development, Data Science and Business Process Improvement solutions at Nuveen, TIAA, TCS, AT&T and Hess. In the past, he has managed research teams of associates & college students to work on innovative projects and tools. He holds BS in Computer Science and MBA concentrated in Business Analytics from New Jersey Institute of Technology.

Bio

Paul Vienick is a managing director at TD Ameritrade where he is responsible for the firm’s client and internal facing digital platforms. Paul joined TD Ameritrade in 2020 from Morgan Stanley where he was responsible for client facing platforms and online managed solutions.

Prior to Morgan Stanley, Paul worked at Merrill Edge where he led the firm’s online presence and self-directed business.   Paul also has extensive experience at E*TRADE and TD Waterhouse where he was instrumental in building each firm’s client facing business and platforms.

Paul has more than 25 years of experience in the financial markets, concentrating in the self-directed online financial services business specializing in bridging business innovations with technology solutions.

Paul received his BS in Accounting from the State University of New York College at Oswego and is Series 7, 9, 10 and 63 licensed.

Bio

Anders Wallgren is vice president, technology strategy at CloudBees. Anders brings with him over 30 years of in-depth experience designing and building commercial software. Prior to joining CloudBees, Anders held executive positions at Electric Cloud, Aceva, Archistra and Impresse. Anders also held management positions at Macromedia (MACR), Common Ground Software and Verity (VRTY), where he played critical technical leadership roles in delivering award-winning technologies such as Macromedia’s Director and various Shockwave products.

Bio

Johna Till Johnson is the CEO & Founder of Nemertes Research, an 18-year old research-advisory firm specializing in the business impact of emerging technologies. Ms. Johnson spearheads Nemertes’ security and risk management practice, where she works with Fortune 200 financial services, manufacturing, utility, and other leading organizations.

Ms. Johnson’s career in information security began more than 25 years ago when, as a young engineer, she developed security products for Mosler Security Systems. In the early 1990s, she ran the lab-testing program at Data Communications Magazine, which uncovered vulnerabilities in the then-novel RSA two-factor authentication system. In the mid-1990s, Ms. Johnson ran the Global Networking Strategies Service at the META Group, which included META’s security and risk management offering. Subsequently, she served as the Chief Technology Officer overseeing the security practice for Greenwich Technology Corp., a global consulting and engineering firm that developed and implemented leading-edge security architectures for financial services firms and other global organizations.

Bio

As Managing Director of TD Ameritrade’s Integration Management Office, James Kostulias is responsible for leading integration planning and respective TD Ameritrade workstreams, in partnership with Charles Schwab. The Integration Management Office partners across all corporate areas, business lines and support functions to deliver the necessary projects, processes and platforms in support of the strategic planning of the combined firms.

Most recently, Kostulias was the Head of Retail Experience, where he was responsible for the execution of the firm’s Retail Strategy, Client Experience, Digital Platforms, Learning and Development, Client Segmentation and LEAN Strategy.

Kostulias has more than 22 years of experience in the financial services industry and has spent more than 16 of those years with TD Ameritrade across their Retail, Technology, and Active Trader businesses. He’s held a variety of leadership roles within the organization, including leading the TD Ameritrade and Scottrade Integration where he was responsible for all aspects of integration planning, strategy and execution, balancing four million client accounts to the penny.

Work History: Prior to that, he served as Head of eCommerce, leading the digital strategy for web, mobile, social media, market data, and research, after holding TD Ameritrade’s Chief Information Officer position overseeing technology relationship management and project delivery for all business units.

Prior to joining TD Ameritrade, Kostulias was with Datek Online where he held a variety of Operational Management Positions and with Moody’s Investor Services, where he designed and implemented a Global Senior Credit Analyst Professional Development Training Program.

Education: Kostulias is currently the President of the Wall Street Technology Association, previously sat on the FINRA Technology Advisory Committee, and is a graduate of the SIFMA Securities Institute Program at Wharton. Kostulias holds a bachelor’s degree in Business Administration from Rutgers University and Series 4, 7, 24 and 63, licenses.

WSTA’s Value to Financial Services: WSTA creates a broad ecosystem for Wall Street firms and strategic partners to come to come together to network, share best practices, and focus on education which makes it very unique and special.

Bio

Mike is the Product Owner for Service and Advisor Platforms for JP Morgan Wealth Management.  He is responsible for all aspects of Product Management and Strategy for the desktop platforms, CRM and client contact channels across service and front office professionals.

Mike has spent  over 20 years in financial services. Prior to joining JP Morgan Chase in 2016, he was the Managing Director of Web and Mobile Products and Platforms for TD Ameritrade where he led the launch and management of numerous products and innovations, including one of the first investing apps in the Apple app store, multiple website and app launches and the integration of virtual agent, voice and other technologies. Mike spent 17 years in the online brokerage industry, starting at Datek Online in 1999, and has had roles in brokerage operations, trading, product management, and technology. He holds Series 7, 63, 24, 4 and 55 licenses and a BA in Business Management from The College of New Jersey.