Daisy Romo

Daisy is an experienced C-level Executive with 20 years of demonstrated history of lending banking operations and non profit sector management.

Skilled in Operations Management, Organizational Development, Sales Strategy Execution, Credit Risk Analysis, Mortgage, Consumer and Commercial Lending, she is a strong finance professional with a Ph.D in Organizational Development and Leadership. Master of Business Administration (M.B.A.) focused in Project Management.

Anthony Rangel

Anthony combines his lived-experience of being raised in Cleveland by a single mother who worked 2 jobs and relied on government benefits to make ends meet with his 5 years of professional experience building technology for low income government benefit programs like SNAP (Food Stamps) and TANF (Welfare/cash assistance), and evaluating market opportunities for Propel (unicorn fintech backed by a16z building for low income Americans). His specialty areas include the earn, spend, and save behaviors for low income communities, and using analytics to uncover application fallout and recovery mechanisms for income-qualified programs.

Shubhi Jain

Shubhi combines his lived experience as an immigrant from a generationally underbanked family with his professional experience of seven years of AI, Product, and Data consulting expertise to empower financial institutions to build a more financially inclusive world. He is deeply fascinated by the U.S. credit system and is driven to actually make it work better for everyone. In his spare time, he loves to trail run, follow Arsenal and Red Bull Racing, and is currently training to bike around the perimeter of Taiwan.

Nishant Upadhyay

Nishant Upadhyay is a seasoned Data and Analytics Executive with Fortune 500 experience. He excels in crafting strategies that transition organizations from data-rich to data-driven. Nishant possesses a deep understanding of business operations, finance, and technology, consistently delivering transformative business results. With extensive experience managing diverse global teams and collaborating with C-suite executives, he drives impactful initiatives. An energetic leader, Nishant is dedicated to people development, diversity, and inclusion, and thrives in complex environments.

Alex Melnik

Alex Melnik is the Sr. Director of Information Management and Analytics for BCU (~$5B in assets, 300K+ members). Alex is responsible Data Management strategy including Self-Service, Data Science, Data Governance and Platform delivery. Alex has 25+ years in technology including Software Development, Infrastructure and Architecture. Alex has been with BCU for 10+ years.

Ben Savage

Ben has been the Director of Digital Marketing at Ent Credit Union for over three years. During this time, he has spearheaded a transformation of the tech stack, integrating marketing engagement and member product utilization data into Blueshift's CDP. This integration has facilitated advanced segmentation and personalization in Ent's marketing, driving significant results. Before joining Ent, Ben held executive leadership roles at marketing agencies, where he supported clients across various industries.

Vijay Chittoor

Vijay Chittoor is the CEO & Co-Founder of Blueshift, the leading customer-centric engagement platform. He was previously the CEO & Co-Founder at Mertado (acquired by Groupon to become Groupon Goods), and part of the early team at the Artificial Intelligence company Kosmix (acquired by Walmart to become WalmartLabs). A former McKinsey consultant, Vijay is a graduate of Harvard Business School and the Indian Institute of Technology, Bombay.

Wayne Keels

Wayne Keels is a seasoned Senior Executive and PMO Leader with a diverse and accomplished background in driving business performance to new heights. With proven expertise in strategy execution, continuous improvement, systems integration, and cost-saving initiatives, Wayne brings a unique blend of entrepreneurial vision and management acumen to every project. Recognized for his deep strategic insight and innovative solutions, he excels at eliminating inefficiencies and resolving complex challenges. Wayne is a passionate leader with a "hands-on" management style that ensures the achievement of business goals and delivers exceptional results for business projects and corporate roadmaps.

Brad Thien

Brad Thien has been providing cutting-edge business solutions for over 35 years with a focus on serving the financial industry. Brad has experience with a significant number of IT solutions that aim to reduce operating costs, improve efficiencies, and increase revenues. As Relationship Manager with Aunalytics, he continues helping mid-size financial institutions understand and use technology to improve customer relationships, strategically deliver products and services, and drive competitive advantage.

Casey Bacon

Experienced CEO with a strong record of improving business processes, cutting costs, strategic planning and developing a staff to deliver the highest level of service possible. I am known for ability to examine complex issues and design simple user-friendly solutions. Adept at building and leading high-performance teams.

Sarah Cecchin

Baron Conway

Baron Conway is the Chief Strategy Officer at Finalytics.ai, where he oversees strategy, client success, product, and marketing. With six years of experience in financial services and fintech, he has led digital initiatives at Nuvision Credit Union and managed client success at TruStage Digital Storefront. Baron boasts over 20 years of expertise in digital, marketing, data, and business transformation across diverse industries such as investment banking, automotive, biotech, and high-tech, helping brands navigate digital change. He began his career in investment banking in the UK.

Amul Bhatia

Amul Sagar Bhatia is a partner and the Head of Product Development for KDOA. Amul served as Head of Model Risk Management at Varo Bank and Berkshire Bank. His experience building model risk management programs inspired him to create an automated solution to address the significant challenges in meeting model risk related regulatory requirements.

Kevin Oden

Kevin D. Oden, Ph.D. is the founder and Managing Partner. He has developed, validated and published in a number of modeling areas. He actively works with the risk management community and is the former co-director of the RMA/Wharton risk management program.

Mitch Rosenbaum

David Nohe

David co-founded FinGoal with a singular goal: to serve the innovators who are helping regular folks take back control of their financial life. Under David’s leadership, FinGoal has grown into a full Insights Platform encapsulating a 360 view of an institution’s users, user personas, and hyper-personalized actionable insights. David received his J.D. from the University of Maryland and his B.A. in Political Science from UMBC. David lives with his wife, Carolyn, and their two kids in Lafayette, CO.

Steve Stevens

Steve Stevens is an innovative executive leader skilled at solving tomorrow’s business challenges through the strategic lens of digital solutions that enhance revenue growth, control costs, and increase customer satisfaction. With a proven ability to lead large-scale projects such as digital banking conversions, Salesforce implementations, and core banking conversions, Steve is passionate about helping organizations utilize digital solutions to enhance their members' experiences.