3:00 PM – 5:00 PM
In today’s environment, the war for talent has become even more challenging. Financial firms are facing steep competition from the technology industry, FinTech startups, and other industries. In addition, the workforce now consists of multiple generations and Diversity and Inclusion is a key focus.
- How does a company’s culture influence the ability to attract/retain the best & brightest?
- Can culture make a difference on how effectively teams perform?
- Do we need to make adjustments to our cultures as our workforce becomes more diverse?
- How do firms use their culture to differentiate against potential competitors?
- How do emerging/maturing technologies and your office space play into your culture?
Come join us for a Members-Only Tech Talk discussion on Culture in the Workplace as we tackle these questions.
3:00PM-5:00PM TechTalk | Culture in the Workplace
BioJames Kostulias, Managing Director, Retail Client Experience, TD Ameritrade
James Kostulias is Managing Director, Retail Client Experience, at TD Ameritrade. He oversees all aspects of the Client Experience and is responsible for the firms Retail, Learning & Development, Client Segmentation, and LEAN & Problem Solving strategies, as well as the Customer Relationship Management (CRM) system.
Kostulias has more than two decades of experience in the financial services industry and has spent more than 15 of those years with TD Ameritrade across their Retail, Technology, Project Management, Application Development and Active Trader businesses. He’s held a variety of leadership roles within the organization, most recently as Head of 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.
James 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 7, 24 and 63, licenses.
BioCasey Santos, Chief Information Officer, General Atlantic
Casey Santos began her career at NASA’s Johnson Space Center in Mission Control as a propulsion systems engineer supporting multiple Space Shuttle missions including the first Mir/Space Shuttle docking mission and the first Hubble Space Telescope repair mission. She left NASA to be an IT consultant, implementing technology to serve multiple industries, such as Oil and Gas, Finance, Automotive, and Electronics. Casey also worked as a strategy consultant in McKinsey’s Business Technology Offices in Madrid and New York before transitioning to McKinsey’s private investment office as head of IT.
Casey Santos joined General Atlantic in 2014 and works from the firm’s New York office. Currently in her role as Chief Information Officer at General Atlantic, Casey focuses on delivering innovative technology to support a global team of investment professionals and its investors. She also works closely with some of the technology companies that General Atlantic invests in.
Ms. Santos holds a B.S. in Aeronautics and Astronautics from MIT and both an M.B.A. from the Wharton School and a Masters in International Studies from the Lauder Institute at the University of Pennsylvania.
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