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

For the past nine years, Erik Smith has been helping enterprise companies evaluate, refine, and execute their digital engagement strategy through leading technology solutions. As Digital Engagement Solution Principal, RingCentral, Erik focuses on specific channel adoption, overall industry evaluation, and artificial intelligence, Erik strives to help companies increase revenue and achieve higher customer satisfaction, while realizing significant cost savings – all critical in the post-Covid world. He has an MBA from the University of Texas, and a BA – Economics from the University of California, Irvine.

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

Megan Haran is the director of Digital Product Management at TD Ameritrade. With more than 25 years of experience in the financial services space, Megan is an established digital leader with deep expertise in content strategy, design and execution for web, mobile and social platforms. Over the past three years, in addition to efforts to digitize and automate traditionally paper-based experiences, Megan has overseen a groundbreaking initiative to deliver self-service experiences to TD Ameritrade clients that are fueled by artificial intelligence and delivered via virtual assistants. Today, these tools extend beyond TD Ameritrade platforms and into industry-leading chatbots and voice assistants.

Throughout her career, Megan has focused on improving the client experience and deepening client engagement by creating and delivering relevant and personalized content. Megan started at TD Ameritrade in 2006 and has previously served as the firm’s Director of Research. In this role, she oversaw TD Ameritrade’s research organization and led its efforts to provide an award-winning offering to clients. Prior to joining TD Ameritrade, Megan held various positions at online brokerage DLJdirect/CSFBdirect/Harrisdirect, Donaldson, Lufkin & Jenrette, and Pershing.

Megan holds her series 7 and 63 certifications and earned her MBA at New York University’s Stern School of Business.

Bio

Eileen Holcomb is an Executive Director in J.P. Morgan Payments. She leads the Strategy & Transformation team for digital.  In this role she is responsible for executing on our J.P. Morgan Access Digital Channels strategy, investment planning, leading marketing & communications strategy & prioritization and working with cross-functional partners, as well as internal & external engagement with our partners and clients. Prior to this Eileen lead Strategy & Client Experience for Digital Channels within the Corporate & Investment Bank. In this role Eileen was responsible for developing and leading strategic initiatives, building out the client experience and research program, launching internal and external communications regarding Digital Channels and sales enablement. She partners across the organization to deliver this vision to our 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 & 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 & 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

Tony is the Global Practice Lead for Financial Services. He is focused on consulting clients in areas of business innovation, operational efficiency and client experience improvements. He has responsibility for Sales and Revenue growth from Financial Services clients within Verizon’s Global Solutions organization.

Before joining Verizon in 2017, Tony served in leadership roles with consumer banking, branches, contact centers, collections, risk, fraud and back office operations with Citi, Visa, and JWP Information Systems.

Bio

BNY Mellon’s Data & Analytics Solutions, a bank sponsored fintech, supports a large number of external investment management firms. Backed by the Asset Servicing and Digital division, they treat data as an asset and help their clients optimize their investment data value.

As CDO, David provides intellectual and commercial leadership. Identifies critical operational capabilities and resource requirements. Drives “hands on” execution to upscale data operations and engineering. Partners with tech teams to enable a robust data supply chain. Works with product managers regarding the availability of data within D&A and BNY Mellon. Collaborates with key stakeholders to manage commercial data suppliers. Provides a seamless client experience. Strengthens D&A data governance capability – while working with the firm wide CDO.

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

Jeanne joined UBS in 2019 and heads Digital Strategy and Platforms UBS Wealth Management USA. In this key role, Jeanne is responsible for designing and executing the holistic digital strategy for the Wealth Management business in the Americas, including the delivery of a state-of-the-art digital financial advisor & client experience across all business touch points and aligning business strategy to the overarching global digital capabilities.

Jeanne has 25⁺ years of experience leading business and technology teams focused on strategic projects & platforms in financial services. Prior to joining UBS, she served as the Head of Project Management for E-Trade and spent 12 years at Morgan Stanley, where she held a series of leadership positions including leading the field and client technology teams, technology training, banking and capital markets.  Jeanne has a BA in Economics from the State University of NY at Albany and an MBA from Iona College. Jeanne lives in Westchester county New York with her husband and 2 children.

Bio

Jeanne joined UBS in 2019 and heads Digital Strategy and Platforms UBS Wealth Management USA. In this key role, Jeanne is responsible for designing and executing the holistic digital strategy for the Wealth Management business in the Americas, including the delivery of a state-of-the-art digital financial advisor & client experience across all business touch points and aligning business strategy to the overarching global digital capabilities.

Jeanne has 25⁺ years of experience leading business and technology teams focused on strategic projects & platforms in financial services. Prior to joining UBS, she served as the Head of Project Management for E-Trade and spent 12 years at Morgan Stanley, where she held a series of leadership positions including leading the field and client technology teams, technology training, banking and capital markets.  Jeanne has a BA in Economics from the State University of NY at Albany and an MBA from Iona College. Jeanne lives in Westchester county New York with her husband and 2 children.