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 CIO and Principal Research Analyst 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

John Burke is CIO and Principal Research Analyst 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

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.