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

Joe Kennedy leads PwC Financial Services’ Technology Architecture and Application & Emerging Tech practices.  He has more than 27 years of experience leading design, development, delivery and operations of high-performance transactional and information systems in critical FS environments.  He possesses expertise in strategic planning, enterprise information integration, enterprise architecture, systems development, agile, disruptive technologies, telecommunications, operations, infrastructure, support and user experience.  Joe holds a Bachelors in Computer Science from Clark University and speaks internationally on a range of architectural, integration and disruptive technology topics.

Bio

Heath Newburn is the Sr. Solutions Specialist for AIOps at PagerDuty. He has a long background in monitoring, event management, and operations in many organizations and is focused on enabling the personal success of individuals and teams across IT. Heath lives in Georgetown, TX and is passionate about cooking and finding great Texas BBQ.

Bio

Bryan Comite is a Managing Director and leads Customer Experience Strategy within Protiviti Digital. With over 20 years of experience in Financial Services strategy, he regularly partners with clients to solve complex challenges and connect to value.  Prior to joining Protiviti, Bryan held leadership positions in Strategy, Product and Investment and Asset Management at Prudential Financial. Earlier in his career he served clients across the multiple industries as a consultant with McKinsey & Company.

Bio

Joan Smith is a Managing Director and leader of Protiviti Digital, which includes strategy, transformation, customer experience, creative and technology. Joan has 20+ years of applied experience across both the digital and customer landscape, guiding CMO’s and Digital leaders in transformational initiatives that drive improved experiences and growth.  Before joining Protiviti, Joan was a Managing Director leading Digital & Marketing Transformation with Accenture Interactive.  She previously led direct to consumer digital for a large media company.

Bio

Vaneet Grewal is the Managing Director of the Financial Services practice at Box Inc. He is responsible for all Banking, Capital Markets, Investment Management and Insurance customers and the Go To Market strategy that Box rolls out across Financial Services in the Cloud Content Management sector.

Vaneet hails from a long tenure of Banking Technology Executive leadership, having spent over a decade at Goldman Sachs in various Engineering and Product roles in London, India and New York City. Through his experiences, Vaneet comes to the table with a wide array of expertise across Workflow, Content Management and Business Decision Modeling as well as deep knowledge of most all street side and buy side banking functions.

More recently, Vaneet was at Bank of America where he was the Head of Shared Platforms for Global Banking & Markets as well as Enterprise Risk & Finance. As an avid Software Engineer, Vaneet has held many strategic technical leadership roles in horizontal platform development in Capital Markets, Consumer and Custody for each of the Banks he has worked with. Prior to BofA, Vaneet was the Head of Automation Platforms at BNY Mellon where he focused on Middle Office transformation and Global Fund Accounting Businesses.

Bio

Joe Kennedy leads PwC Financial Services’ Technology Architecture and Application & Emerging Tech practices.  He has more than 27 years of experience leading design, development, delivery and operations of high-performance transactional and information systems in critical FS environments.  He possesses expertise in strategic planning, enterprise information integration, enterprise architecture, systems development, agile, disruptive technologies, telecommunications, operations, infrastructure, support and user experience.  Joe holds a Bachelors in Computer Science from Clark University and speaks internationally on a range of architectural, integration and disruptive technology topics.

Bio

Eileen Holcomb is an Executive Director in Wholesale Payments at JPMorgan Chase & Co. She leads Strategy & Client Experience for Digital Channels within the Corporate and Investment Bank. In this role Eileen is responsible for developing and leading strategic initiatives, building out the client feedback program, launching internal and external communications regarding Digital Channels and sales enablement. She partners across the organization to deliver this vision to clients and provide them with exceptional digital experiences.

Prior to joining JPMorgan, Eileen worked at Bank of America in New York, NY and Charlotte, NC where she was a part of the Consumer MBA Leadership Development Program. After finishing the program, Eileen worked in Global Transaction Services in a variety of roles in payments product development, strategy and innovation. She also led Strategy, Innovation and Data for the Business Banking segment at Bank of America focusing on delivering growth to the firm and developing new tools and capabilities for the client teams while leading the strategic planning process. Prior to business school Eileen worked at E&Y in their Fraud Investigation and Dispute Services business doing financial consulting in Boston, MA.

In 2017, Eileen received the Rising Star Award from the Women in Payments Organization. Eileen attended Babson College for her undergraduate degree in Corporate Finance. She attended Boston College for her MBA where she was co-head of Graduate Women in Business. Eileen lives in Manhattan and is passionate about the intersection of transformation, digital tools and the client experience to deliver the next gen of financial services.  She is an avid reader and traveler having been to 40+ countries.

Bio

Throughout his 24-year career with Verizon, Gordon has held positions in marketing, business operations, and IT supporting CX transformation and business model innovation. Gordon defined the vision and executed the tactical strategies to steer consumer and business organizations through high-growth, reengineering, integration, and culture change. He enhanced corporate value through accelerated profitability, revenues, and market position.

Gordon currently leads and created Verizon’s industry-oriented practice with a focus on talent transformation, innovative business development model, product incubation, partner ecosystems by industry, and leveraging client centric go to market models.

Previously, Gordon led the CX Practice for Verizon’s industry leading applications services group. Charged with growth of a $1B practice, the organization specializes in delivering high-value solutions and specialized services for Verizon Enterprise customers.

Prior to, Gordon served as MCI’s Director of Outsourcing Operations and Director of Mass Markets.